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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 […]
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 […]
As we embark on a new year, we continue to advise clients to position portfolios more conservatively to match today’s market realities. That may be difficult given the temptation to ride a stock market that has been on a long winning streak. But it is when investor sentiment is strong and asset valuations are rich […]
Clifford Swan
As we embark on a new year, we continue to advise clients to position portfolios more conservatively to match today’s market realities. That may be difficult given the temptation to ride a stock market that has been on a long winning streak. But it is when investor sentiment is strong and asset valuations are rich […]
Clifford Swan
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 […]
Daniel H. Cheng
This year, Clifford Swan Investment Counselors celebrates two major milestones: our 110th anniversary and a decade since returning to 100% employee ownership under the leadership of then CEO and Board Chair Linda Davis Taylor. To celebrate, we invited past and current leadership to a “fireside chat” to reflect on their professional journeys: what brought them […]
Jennifer I. Maqueda
It’s been our privilege to share so much good news with our readers this past year on new hires and promotions that you may have lost count. To summarize, we’ve added 10 new team members in 2025, bringing our total employee count to 39. As our client base expands, this growth positions the firm to […]
Peter J. Boyle, CFA
Clifford Swan has been recognized as one of the largest independent advisory firms in the nation in Financial Planning magazine’s annual ranking of RIAs. The ranking highlights the top 150 fee-only registered investment advisors that provide comprehensive financial planning services, listed by assets under management. We appreciate this recognition and remain committed to serving our […]
Clifford Swan
As the adage goes: history doesn’t repeat itself, but it often rhymes. Even believers in the transformative power of artificial intelligence have begun worrying about a brewing bubble. Our former partner Terry Price wrote about similar market conditions in the Spring of 2000—those of extreme market concentration, skyrocketing technology valuations, a disregard for risk, and […]
Clifford Swan
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 […]
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