Wealth Planning

How to Build Your Financial Skills and Take Your Seat at the Table

A financial toolkit for young adults who want to embrace the power of money and grow their impact We are living in a time when young people have more access than ever before to the knowledge and skills to become impactful leaders—in their communities, professions and families. While those now commonly referred to as “millennials” […]

Company News

Message from the CEO – January 2019

After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment counselor and Chief Compliance Officer. We wish Carolyn a wonderful and fulfilling retirement with her husband Dan. We are very pleased to announce that Gretchen Lee has been named Chief […]

Wealth Planning

Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One

A little planning goes a long way for the causes you care about. Published by SELF Magazine on November 26, 2018.  “Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s philanthropic power takes time and planning in order to strategically use […]

Wealth Planning

How to Use Money as an Extension of Your Political Voice

You don’t have to be rich to put your money where your mouth is. Published by SELF Magazine on October 23, 2018.  Today, as women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers, or voters to support the candidates or causes we […]

Wealth Planning

Women’s Rising Power: More Money Means More Giving

Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence.  Published by Thrive Global on May 17, 2018.  Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world.This “modern-day take” on an ancient proverb is […]

Wealth Planning

Call to Action: Let’s Talk to Our Kids About Money

Give your children money, and they’ll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-day take on an ancient proverb is not the lesson that most young people are taught. Despite increased focus on training for a competitive global economy, an essential ingredient our kids need to succeed is often left to chance: financial responsibility.  $59 trillion […]

Wealth Planning

The Family Bank: A Strategy for Preserving Wealth

“The generations of living things pass in a short time and, like runners, hand on the torch of life.” —Lucretius, Roman philosopherWhat issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment management of their financial assets; they also care deeply about the long-term welfare of their families. Their goal of “capital […]

Company News

Message from the Chairman – March 2017

We are very pleased to announce that Erica White has been named a principal of the firm. An Investment Counselor who joined Clifford Swan Investment Counselors in June of 2015, Erica has become an integral member of the investment team. In January we welcomed two new colleagues to the firm. Daniel Mintz joined us as […]

Wealth Planning

The Family Mission: What Does It Mean to Be Us?

“What about our family do you value most and hope never changes? “ This is one of several questions a family might ask itself as part of a process to develop a family mission statement. Why might a family want to define their mission? Consider what a mission statement achieves in a business setting—it clarifies an organization’s identity and vision for the future.A […]