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On July 4, 2025, President Trump signed into law H.R.1, commonly known as the “One Big Beautiful Bill Act” (OBBBA). This sweeping legislation addressed the scheduled expiration of tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new tax measures and tweaking existing rules. Here’s what you need to know. Income […]
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
Clifford Swan Investment Counselors is proud to have supported the inaugural Gold Award Gala of Girl Scouts of Greater Los Angeles. The event was held this past Saturday, June 8, at Westfield Atrium at Century City. Clifford Swan’s Chief Client Services Officer, Kathleen Gilmore, Investment Counselor Lloyd Wong, and Client Services Manager Sharon Bachert attended […]
PBS News Hour quotes Linda Davis Taylor, Clifford Swan’s Chairman and CEO, in an article on setting New Year’s resolutions for personal finances. While broad resolutions are often set at the beginning of the year, Linda and the other financial experts PBS interviewed offer insights regarding focused goals one might adopt for 2019. Specifically, Linda encourages […]
Clifford Swan Investment Counselors is proud to have supported the 11th annual Pasadena Festival of Women Authors as a Community Sponsor. The Festival was held this past Saturday, April 6, at the Pasadena Hilton Hotel. Clifford Swan’s Chairman and CEO, Linda Davis Taylor, Investment Counselor Erica White, and Chief Compliance Officer Gretchen Lee attended with […]
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