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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 […]
Yijia Yang and Samuel Glazer were selected from over 200 applicants for the fourth year of Clifford Swan Investment Counselors’ wealth management summer internship program. Through the two-month program, Clifford Swan aims to provide talented undergraduate students who have shown interest in the investment and wealth management business a fundamental educational experience and the opportunity […]
Linda Davis Taylor, Chairman and CEO, was featured in a series of publications on philanthropy that were published by State Street Global Advisors. To produce a two-part roundtable series, State Street Global Advisors turned to 12 industry experts for their perspectives. The remarks in the publications below are edited excerpts of this discussion. Adding Value […]
Clifford Swan Investment Counselors is proud to have supported the 10th anniversary of the Pasadena Festival of Women Authors as a community sponsor. The Festival was held on Saturday, April 14, 2018 at the Pasadena Hilton Hotel. Clifford Swan’s Chairman and CEO, Linda Davis Taylor, along with Investment Counselors Carolyn Barber and Erica White, attended the event. The […]
Linda Davis Taylor, Clifford Swan Investment Counselors’ Chairman and CEO and the former chair of the Board of Trustees of Scripps College, has provided funding for a Financial Literacy Program at the College. The program launched this academic semester and is delivered through Scripps College’s Center for Career Planning & Resources (CP&R) under the guidance of […]
It is with great sadness that we share the loss of our visionary co-founder and friend Philip V. Swan, who passed away peacefully on December 7, 2017 in Pasadena. We honor him for his impact on the investment counsel profession over his career of more than forty years in the industry. We are grateful for his leadership in launching his own advisory firm in 1984, which […]
Clifford Swan Investment Counselors was named to Financial Planning magazine’s January 2017 ranking of the Top 150 RIA Firms. Clifford Swan was ranked number 41 based on assets under management. To be considered for the ranking, firms must be an independent, fee-only RIA. To capture firms that provide holistic financial advice to individuals, only firms with more than […]
It is with great sadness that we announce the loss of our visionary co-founder and friend Philip V. Swan, who passed away on December 7, 2017 in Pasadena. We honor him for his impact on the investment counsel profession over his career of more than forty years in the industry. We are grateful for his […]
Clifford Swan Investment Counselors was named to Forbes’ 2016 list of the 100 Fastest Growing RIA Firms. Clifford Swan was ranked number 51, based on growth in assets under management over ten years. To be considered for the ranking, firms must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual […]
All of us at Clifford Swan are very sorry to announce the loss of our colleague and friend Bruce White, who passed away this week. We thank him for his 21 years of service and will miss him dearly. Years of Service: 1995-2016
On Thursday, September 22, 2016, Clifford Swan Investment Counselors hosted an educational talk in the Stewart R. Smith Board Room of The Huntington Library, Art Collections, and Botanical Gardens. Entitled “Preparing Families and their Businesses for Tomorrow,” the speakers were Linda Davis Taylor, the Chair and CEO of Clifford Swan, and Gene Gregg, Jr., of […]
(Pasadena, CA) ̶ Clifford Swan Investment Counsel announced today that the Pasadena-based firm has entered into a definitive agreement to acquire City National’s current equity interest in Clifford Swan and become 100% employee-owned. The deal is expected to close by the end of 2015. Formed by the merger of Clifford Associates and Philip V. Swan […]
CFA Society of Los Angeles Vice President, Kerry Gawne Rapanot, CFA, presents the Governor’s Award to Roger Gewecke, Jr., CFA.
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