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.
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, […]
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
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®Next Up
Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.
