Investment Management

The Case for Quality to Enhance Portfolio Resilience

Heading into 2026, investors are grappling with a market environment that is as perplexing as any we’ve seen in recent history. Both risk assets (stocks) and traditional safe haven assets (bonds and gold) have performed well this past year. At the same time, we’re seeing divergences in both financial markets and the real economy that […]

Is Your Portfolio Prepared for 2021?

Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the first time in over a century; a highly contested presidential election; social unrest; a record quarterly drop in gross domestic product; and a sharp, fast decline in stock prices followed by a […]

Roger L. Gewecke, Jr., CFA

Quarterly Insights: January 2021

Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and a polarized electorate, deeply affected our investment markets, economy, political landscape, and personal lives. The past 12 months were exceptionally challenging in many ways, and yet, looking ahead to the […]

Clifford Swan

Putting 2020 Behind Us and Looking Towards 2021

We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation of COVID cases, hospitalizations, and, unfortunately, deaths. Consumer and business spending plummeted, and economic growth dramatically declined by 20% during the first half of the year. […]

Randall L. Zaharia, CFA, CAIA®

Quarterly Insights: October 2020

This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, politics, and all levels of government. We do not know the longer-term impact of the shutdown on businesses, whether additional fiscal stimulus will be provided, the outcome of the November elections, nor the […]

Clifford Swan

Quarterly Insights: July 2020

The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronavirus pandemic has continued to take its tragic toll on human life, with over 130,000 deaths in the United States and over half a million worldwide. Measures implemented to combat the […]

Clifford Swan

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investment professionals. Most recently, another member of the firm’s next generation joined Clifford Swan in May and we named […]

Peter J. Boyle, CFA

Quarterly Insights: April 2020

Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed no real signs of letting up. Then came the coronavirus, and with its spread throughout the world have come tragic human loss and economic fallout. Our thoughts are with the families […]

Clifford Swan

Next Up

 Trusted Guidance for Lasting Peace of Mind

Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.