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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 […]
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 […]
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
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