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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 […]
On this International Women’s Day, Clifford Swan’s CEO Linda Davis Taylor contributed to this article by U.S. News offering inspirational quotes to motivate women investors. 11 Inspirational Quotes for Women Investors
In a recent interview, Clifford Swan’s CEO Linda Davis Taylor shared her thoughts on the importance of ensuring that women of all ages and backgrounds have the financial competence and confidence to influence their communities. Philanthropy Women
In a recent episode, Clifford Swan’s CEO Linda Davis Taylor was featured on Farnoosh Torabi’s So Money podcast for a conversation about women’s financial competence and confidence. So Money – Episode 838
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 […]
In alignment with Clifford Swan’s mission to impart “wisdom for generations,” equity analyst, investment counselor and CFA charterholder Anil Kapoor volunteered as a co-chair for the local Research Challenge, which was hosted by the CFA Society of Los Angeles on December 14, 2018. The CFA Institute Research Challenge is an annual competition that provides university students […]
What piece of advice would you offer to someone learning how to manage their money? In her recent article for SELF Magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, walks readers through a simple strategy to create and maintain a budget. How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule
Giving Tuesday is a popular time to give, but what about the rest of the year? In her latest article for SELF Magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, shares more about how to create a giving plan and why it’s important to have one. Beyond Giving Tuesday: How to Make a Giving Plan […]
Following the recent midterm elections, Linda Davis Taylor’s article in SELF Magazine explores how women are harnessing their financial power and using philanthropy as an extension of their political voice. How to Use Money as an Extension of Your Political Voice
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. In her article for Thrive Global magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, discusses the link between financial literary and philanthropy. Women’s Rising Power: More Money Means More Giving
Clifford Swan’s internship program aims to provide talented undergraduate students who have shown interest in the investment and wealth management business a fundamental educational experience and the opportunity to develop skills in a number of areas of an investment advisory firm. Charles Mangum and Henry Stellwagen were selected from over 200 applicants for the fifth year of Clifford Swan’s summer internship program, which was led by […]
Clifford Swan Investment Counselors is pleased to announce it has been recognized in Financial Advisor magazine’s thirteenth annual ranking of independent advisory firms, which was published in the July 2018 issue of the magazine. Clifford Swan Investment Counselors was ranked at the 100th largest RIA in the nation and 15th largest in California. RIA firms applied for consideration. […]
Clifford Swan Investment Counselors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of […]
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