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The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
By combining charitable intent with tax-advantaged lifetime income, a charitable gift annuity (CGA) can work very well for the right donor and for the right nonprofit. But a well-designed gift is only the beginning. Behind every CGA is a contractual payment obligation that a nonprofit must honor for the life of the annuitant, regardless of […]
David J. Nelson, CPA
George E. Hasbun, CFP®
The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
David Y. Lin, CFA
By combining charitable intent with tax-advantaged lifetime income, a charitable gift annuity (CGA) can work very well for the right donor and for the right nonprofit. But a well-designed gift is only the beginning. Behind every CGA is a contractual payment obligation that a nonprofit must honor for the life of the annuitant, regardless of […]
David J. Nelson, CPA
George E. Hasbun, CFP®
This year, we’ve been fortunate to welcome two talented Investment Counselors to our team. Raymond Torres, a Certified Financial Planner® professional, joined us after nearly a decade at Northern Trust in Pasadena, where he developed expertise in financial planning and portfolio management for high-net-worth clients. Charlotte Anten joined us with over 25 years of experience […]
Peter J. Boyle, CFA
In February, we shared an overview on Trump Accounts, a new federal savings program for children. With the launch on July 4, 2026, we’re revisiting how these custodial accounts compare to other savings options for minors: Trump Accounts are designed for long-term wealth building. Investments are restricted to low-cost U.S. equity index funds until age […]
Clifford Swan
After a period of relative calm, the markets began 2026 on shaky footing. Equity markets are down modestly year-to-date as the U.S. finds itself in a conflict with Iran and investors are also thinking harder about the winners and losers of AI. While these dynamics warrant attention, we also see this as an opportunity to […]
Clifford Swan
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2026 Pasadena Festival of Women Authors, held Saturday, March 14 at the Pasadena Convention Center. The sold-out event brought together nine acclaimed authors and a full ballroom of literature enthusiasts to celebrate the accomplishments of women authors. The authors shared their journeys as […]
Clifford Swan
The following message was originally distributed to clients on March 2, 2026. This past Saturday, February 28, the U.S. and Israel launched attacks on Iran, killing several senior figures including Iran’s supreme leader, Ayatollah Ali Khamenei. In retaliation, Iran has fired missiles at its Gulf neighbors and U.S. military bases in the region. We are […]
David Y. Lin, CFA
Imagine being tasked with investing the wealth of a family whose future generations depended on it, or a foundation with a critical social mission. Where would you start? You might start with the principle of diversification to reduce portfolio risk. You might also favor high-quality businesses—specifically those that will remain important to the economy and […]
Daniel J. Mintz
Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 4, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
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. MaquedaNext Up
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