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Linda Davis Taylor, Clifford Swan Investment Counselors’ Chairman and CEO and the former chair of the Board of Trustees of Scripps College, has provided funding for a Financial Literacy Program at the College. The program launched this academic semester and is delivered through Scripps College’s Center for Career Planning & Resources (CP&R) under the guidance of […]
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“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 […]
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It is with great sadness that we share the loss of our visionary co-founder and friend Philip V. Swan, who passed away peacefully on December 7, 2017 in Pasadena. We honor him for his impact on the investment counsel profession over his career of more than forty years in the industry. We are grateful for his leadership in launching his own advisory firm in 1984, which […]
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Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) of a seemingly straightforward and reasonable proposal which would require all firms and individuals who provide investment advice to retirement plans and IRAs to abide by a “fiduciary” standard. To be a fiduciary requires putting clients’ best interests before one’s own […]
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Clifford Swan Investment Counselors was named to Financial Planning magazine’s January 2017 ranking of the Top 150 RIA Firms. Clifford Swan was ranked number 41 based on assets under management. To be considered for the ranking, firms must be an independent, fee-only RIA. To capture firms that provide holistic financial advice to individuals, only firms with more than […]
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It is with great sadness that we announce the loss of our visionary co-founder and friend Philip V. Swan, who passed away on December 7, 2017 in Pasadena. We honor him for his impact on the investment counsel profession over his career of more than forty years in the industry. We are grateful for his […]
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There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see how they might apply to today’s investing environment. “Markets do not go up and down on good or bad, they go up and down on better or worse.” — Richard Bernstein, longtime Wall Street strategist […]
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“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 […]
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The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the President of the United States has added stimulus concerns. Expectations of substantial fiscal and tax initiatives could spur additional economic growth and subsequently increase inflation. However, the market is […]
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Clifford Swan Investment Counselors was named to Forbes’ 2016 list of the 100 Fastest Growing RIA Firms. Clifford Swan was ranked number 51, based on growth in assets under management over ten years. To be considered for the ranking, firms must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual […]
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All of us at Clifford Swan are very sorry to announce the loss of our colleague and friend Bruce White, who passed away this week. We thank him for his 21 years of service and will miss him dearly. Years of Service: 1995-2016
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On Thursday, September 22, 2016, Clifford Swan Investment Counselors hosted an educational talk in the Stewart R. Smith Board Room of The Huntington Library, Art Collections, and Botanical Gardens. Entitled “Preparing Families and their Businesses for Tomorrow,” the speakers were Linda Davis Taylor, the Chair and CEO of Clifford Swan, and Gene Gregg, Jr., of […]
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