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.
Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
The devastating Los Angeles wildfires at the start of the year serve as a sobering reminder of the role insurance plays in protecting against major financial loss. Without adequate coverage, you could be forced to draw from savings, retirement funds, or other investments to cover unexpected losses. At Clifford Swan, while we are not insurance […]
Jennifer I. Maqueda
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 […]
Carlota B. Venegas, CFP®, CDFA®
Imagine a journey where your financial success knows no bounds and your potential is limitless. You are an achiever, and your ambition is the driving force behind your success. Now, let’s channel that energy into your financial roadmap with the guidance of a dedicated investment counselor. We’ll explore how, together, you can create a narrative […]
Carlota B. Venegas, CFP®, CDFA®
They say nothing in life is certain, except for death and taxes. While neither is avoidable, there may be certain ways to mitigate the impact of taxes at death. President Joe Biden’s recently proposed “American Family Plan” highlights funding the legislation through increased income and capital gains tax on the wealthiest and highest earning Americans.What […]
Carlota B. Venegas, CFP®, CDFA®Next Up
Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.
