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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 […]
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms around the country, ranking Clifford Swan as the 20th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial […]
Financial Advisor magazine recognizes Clifford Swan in their annual ranking of independent advisory firms, ranking Clifford Swan as the 16th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related services […]
The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has also joined the Board of Directors and serves as its Chair. Our Chief Operating Officer and Chief Financial Officer, James Brown, continues in his existing role. Peter, Kathleen, and Jim collectively bring […]
All of us at Clifford Swan Investment Counselors are delighted to welcome our newest colleague, Carlota Venegas, CFP®, CDFA®. Carly joined the firm on May 1st as an investment counselor, adding experience and resources to our investment counsel team. As a Certified Financial Planner™, Carly helps clients develop a comprehensive structure for the stewardship of their […]
Los Angeles Business Journal magazine recognizes Clifford Swan in their annual ranking of money management firms, ranking Clifford Swan as the 65th largest money management firm in Los Angeles county. Los Angeles Business Journal 2020 Ranking of Money Management Firms 2020
Clifford Swan’s CEO Linda Davis Taylor is featured in The Chronicle of Higher Education, calling on all colleges to consider financial literacy a requirement for graduation. Every College Should Require Financial Preparedness
Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is convening “Money Talks” in which participants share personal finance stories and strategies to help each other grow and thrive.In celebration of Financial Planning month, the women of Clifford Swan held a […]
For National Business Women’s Day, Clifford Swan’s CEO Linda Davis Taylor wrote this article encouraging women to share personal finance strategies across their networks to help each other grow and thrive. Celebrating National Business Women’s Day: Sharing our wealth of knowledge
John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer internship program. Abby is a rising junior at Claremont McKenna College where she is pursuing a degree in Economics and Philosophy and a minor in Financial Economics. Also a rising junior, John […]
Financial Advisor magazine recognizes Clifford Swan in their fourteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 17th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related […]
In a recent article on helping grown children become financially independent, Clifford Swan’s CEO Linda Davis Taylor offers her insights. For grown children that are trying to establish a career, she recommends utilizing a business-style family meeting to develop a strategy. As an alternative to making financial gifts, Linda describes how setting up a family […]
In a recent article on generational wealth, Clifford Swan’s CEO Linda Davis Taylor offers insights on one warning sign that a family might be off track. Is Your Financial Success Leading to Your Family’s Failure? 5 Signs It Could Be
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