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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 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 […]
In today’s world, convenience is often a single tap away. The breadth of smartphone apps enables us to have groceries delivered to our doors within hours or hail a ride to the airport within minutes. Even social exchanges occur in real time due to the immediacy of texting and social media messages. While we are […]
Austin H. Gewecke, CFA
Clifford Swan has been recognized as the 17th largest RIA in California in Financial Advisor Magazine’s fourteenth annual ranking of independent advisory firms nationwide. This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. The ranking order is based on assets under management. We are honored by this […]
Clifford Swan
You don’t have to be going through a divorce to learn from one. Some of the most powerful financial lessons we’ve encountered do not come from market swings or tax law changes; they come from the experience of watching wealth unravel during a divorce. Divorce is emotionally disorienting, legally complex, and financially revealing. It forces […]
Carlota B. Venegas, CFP®, CDFA®
In today’s world, convenience is often a single tap away. The breadth of smartphone apps enables us to have groceries delivered to our doors within hours or hail a ride to the airport within minutes. Even social exchanges occur in real time due to the immediacy of texting and social media messages. While we are […]
Austin H. Gewecke, CFA
Clifford Swan’s wealth management internship program reached a major milestone this year, with Meghan Garrity and Michael Dunn completing our tenth annual program. Over six weeks, they immersed themselves in learning across our firm, from investment research and financial planning to compliance and operations. The rising college juniors brought impressive credentials. A Finance and Spanish […]
Clifford Swan
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 […]
Leslie Ann Manuel, CFP®
When we wrote last quarter’s letter, a deep equity sell-off had been underway following the announcement of President Trump’s tariff campaign. The S&P 500 has since fully recovered from that 20% market drawdown, with investors increasingly hopeful we can avoid a full-blown global trade war. Without knowing which direction markets will move next or how […]
Clifford Swan
Late last year, we announced several new team members. Since then, we’ve been fortunate to welcome even more. Just as we invest with a long lens for our clients, we apply the same discipline to our internal planning. The hiring over the past year reflects a strategic plan developed by our leadership team to support […]
Peter J. Boyle, CFA
Congratulations, you did it! Graduation is a major milestone, and with your diploma in hand a new chapter begins. What’s next? Whether you’re starting a job or exploring your next steps, one thing is certain: this is the perfect moment to take control of your financial future. The habits you form now will shape your […]
Lloyd K. Wong, CFA
In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
Kevin J. Cavanaugh
On April 2nd, President Trump’s announcement of new tariffs triggered a global equity sell-off. In their current form, they will affect nearly all U.S. trade. The speed and scale of these trade actions have been stunning. Using the President’s first term as a point of reference, tariffs were levied about 14 months into the term, […]
Clifford Swan
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2025 Pasadena Festival of Women Authors. This year’s festival, held on Saturday, March 22 at the Pasadena Hilton, welcomed seven acclaimed authors and a full ballroom of literature enthusiasts. The authors shared their journeys as writers, answered questions, and signed books. Representing Clifford […]
Clifford Swan
The following message was originally distributed to clients on April 4, 2025. Yesterday, the President’s “Liberation Day” tariffs sparked the stock market’s worst trading day since 2020. That volatility could continue. In the fog of bad news, our reflex is to look to expert predictions. It gives us the illusion of control. But time and […]
David Y. Lin, CFANext Up
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