You are about to leave the Clifford Swan website. We are not responsible for the content or accuracy of information on any third-party websites nor do we monitor or endorse such websites. If you would like to leave the Clifford Swan website and visit the third-party website, please select “Continue” below.
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.
The holidays have come early at Clifford Swan, as we’ve received the gift of new team members. Given our people are a key component of what makes Clifford Swan strong, we are excited to share a few team updates. Bolstering OperationsEarly in 2024, we identified a need to expand our operations team to free up […]
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
We’ve written before about protecting yourself from financial fraud and encourage you to keep this threat in mind. As technological advances have improved our lives in many ways, an unfortunate side effect is technology’s role in helping cybercriminals construct more sophisticated financial scams. Recently, some of our clients have experienced more advanced phishing attempts that […]