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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) […]
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) […]
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
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
With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consider establishing a charitable gift annuity. As we’ve said in previous articles, charitable gift annuities can be a great option for donors seeking an income stream. The mechanics are […]
Lloyd K. Wong, CFA
Jennifer I. Maqueda
Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets are given to a charity in return for the charity’s promise to make lifetime payments of a fixed amount to a beneficiary, who is often the donor. This […]
Lloyd K. Wong, CFA
Jennifer I. MaquedaNext Up
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