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.
A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
Strong market performance from industry leaders like Nvidia and Apple, alongside the public market debut of high-profile companies like SpaceX, has brought portfolio concentration top of mind for many investors. Whether a large position came from years of patient holding, an inheritance, founding a company, or equity compensation earned over a career, single-stock growth is […]
Elliott C. Hollingsworth
A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
Randall L. Zaharia, CFA, CAIA®
This summer marked the eleventh year of our annual wealth management internship program. We were delighted to welcome rising college seniors Allison Erickson and Gyury Lee, who were selected from a competitive pool of applicants. Our rotational program provides undergraduates with hands-on experience across all aspects of our firm, from securities analysis and investment counseling […]
Clifford Swan
Strong market performance from industry leaders like Nvidia and Apple, alongside the public market debut of high-profile companies like SpaceX, has brought portfolio concentration top of mind for many investors. Whether a large position came from years of patient holding, an inheritance, founding a company, or equity compensation earned over a career, single-stock growth is […]
Elliott C. Hollingsworth
Clifford Swan has been recognized as the 16th largest RIA in California in Financial Advisor Magazine’s fifteenth annual ranking of independent advisory firms nationwide. This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. We are honored by this achievement, which speaks to the trust our clients place […]
Clifford Swan
War, the Changing Shape of AI, and the New Fed Mandate From renewed unrest in the Middle East to growing questions about the artificial intelligence boom, the investment landscape remains complicated. Judging by today’s elevated valuations, investors appear willing to look past these risks. While that optimism may prove justified, the recent leadership change at […]
David Y. Lin, CFA
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, CFANext Up
Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.
