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After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
Carlota B. Venegas, CFP®, CDFA®
As of early-August, US stocks, as measured by the S&P 500, are up about 12% in 2024. A first-half rally wasn’t supposed to happen for a number of reasons. Entering the year, the market traded at over 19x forward earnings – not particularly cheap. The Fed Funds rate had exceeded 5% since Summer 2023, putting […]
Daniel J. Mintz
Around the time of the Global Financial Crisis (GFC), a guest comedian on Late Night With Conan O’Brien poked fun at airline passengers who complained about boarding difficulties and tarmac delays. The comedian pointed out that if these passengers would just focus on what happened next – participating in the “miracle of human flight” – they might […]
Daniel J. Mintz
As a key tenet of our mission at Clifford Swan is to preserve and grow our clients’ wealth, inflation protection is always on our minds. Recently, however, the topic has made national headlines, with the Consumer Price Index (CPI) for the year ended March 2022 rising 8.5% versus the previous year—the highest jump since 1981. […]
Daniel J. Mintz
It’s no secret that ESG (Environment, Social, Governance) investing is more than a passing fad. ESG investors select companies with a focus on how the business impacts the environment, manages relationships with employees, customers, partners, and communities, and maintains fair and transparent corporate governance. These criteria matter to the investing public, which over the past […]
Daniel J. Mintz
Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlight as the U.S. strikes against the Iranian regime threatened an already delicate status quo in the Middle East. At the time, one might have suspected that 2020 would be a year […]
Daniel J. MintzNext Up
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