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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 […]
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 […]
As we embark on a new year, we continue to advise clients to position portfolios more conservatively to match today’s market realities. That may be difficult given the temptation to ride a stock market that has been on a long winning streak. But it is when investor sentiment is strong and asset valuations are rich […]
Clifford Swan
Inflation is top of mind in the investment community. As my colleague Dan Mintz discusses in his corresponding article, inflation is historically high. At Clifford Swan, we have strategies to preserve and grow our clients’ wealth in an inflationary environment. Our approach to disciplined stock picking, as described by Dan, is one of them. In […]
Erica S. White
None of us could have planned perfectly for 2020. This year has delivered a marked departure from the norm, as the COVID-19 pandemic has changed the routines, finances, and sense of security of many. As summer begins to fade and we naturally look towards year-end, we always recommend a check-in with your investment counselor to […]
Erica S. White
At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully selecting investments tailored to meet our clients’ needs is in our DNA. However, we know that to be truly skilled investment counselors, our relationships with our clients must be broader than the portfolios themselves. […]
Erica S. WhiteNext Up
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