You are about to leave the Clifford Swan website. We are not responsible for the content or accuracy of information on any third-party websites nor do we monitor or endorse such websites. If you would like to leave the Clifford Swan website and visit the third-party website, please select “Continue” below.
On April 2nd, President Trump’s announcement of new tariffs triggered a global equity sell-off. In their current form, they will affect nearly all U.S. trade. The speed and scale of these trade actions have been stunning. Using the President’s first term as a point of reference, tariffs were levied about 14 months into the term, […]
Megan Pantiskas
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2025 Pasadena Festival of Women Authors. This year’s festival, held on Saturday, March 22 at the Pasadena Hilton, welcomed seven acclaimed authors and a full ballroom of literature enthusiasts. The authors shared their journeys as writers, answered questions, and signed books. Representing Clifford […]
Megan Pantiskas
The following message was originally distributed to clients on April 4, 2025. Yesterday, the President’s “Liberation Day” tariffs sparked the stock market’s worst trading day since 2020. That volatility could continue. In the fog of bad news, our reflex is to look to expert predictions. It gives us the illusion of control. But time and […]
Megan Pantiskas
Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
Megan Pantiskas
The devastating Los Angeles wildfires at the start of the year serve as a sobering reminder of the role insurance plays in protecting against major financial loss. Without adequate coverage, you could be forced to draw from savings, retirement funds, or other investments to cover unexpected losses. At Clifford Swan, while we are not insurance […]
Megan Pantiskas
This year marks a milestone as Clifford Swan celebrates its 110th year. Established with the visionary idea of providing independent investment advice, we remain committed to our founders’ timeless values—client-first focus, highly personalized service, attention to detail, and delivering financial success. As we celebrate this anniversary, we reflect on key moments that shaped our firm […]
Megan Pantiskas
Clifford Swan Investment Counselors welcomed students from California State University, Fullerton’s Titan Capital Management (TCM) program to our offices on February 28 for an engaging day of discussions on investment management. TCM is a highly regarded student investment group, having won the CFA Institute Research Challenge of Los Angeles for six consecutive years. The program […]
Megan Pantiskas
Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you’re in, sticking to a budget is the cornerstone of establishing your financial health and power. Although it is featured in nearly every expert’s list of financial “must do’s,” few […]
Megan Pantiskas