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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 […]
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 […]
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
A financial toolkit for young adults who want to embrace the power of money and grow their impact. We are living in a time when young people have more access than ever before to the knowledge and skills to become impactful leaders—in their communities, professions and families. While those now commonly referred to as “millennials” […]
Linda Davis Taylor
After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment counselor and Chief Compliance Officer. We wish Carolyn a wonderful and fulfilling retirement with her husband Dan. We are very pleased to announce that Gretchen Lee has been named Chief […]
Linda Davis Taylor
A little planning goes a long way for the causes you care about. Published by SELF Magazine on November 26, 2018. “Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s philanthropic power takes time and planning in order to strategically use […]
Linda Davis Taylor
You don’t have to be rich to put your money where your mouth is. Published by SELF Magazine on October 23, 2018. Today, as women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers, or voters to support the candidates or causes we […]
Linda Davis Taylor
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. Published by Thrive Global on May 17, 2018. Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world.This “modern-day take” on an ancient proverb is […]
Linda Davis TaylorLike the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you’re in, sticking to a budget is the cornerstone of establishing your financial health and power. Although it is featured in nearly every expert’s list of financial “must do’s,” few […]
Linda Davis Taylor
Give your children money, and they’ll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-day take on an ancient proverb is not the lesson that most young people are taught. Despite increased focus on training for a competitive global economy, an essential ingredient our kids need to succeed is often left to chance: financial responsibility. $59 trillion […]
Linda Davis Taylor
“The generations of living things pass in a short time and, like runners, hand on the torch of life.” —Lucretius, Roman philosopherWhat issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment management of their financial assets; they also care deeply about the long-term welfare of their families. Their goal of “capital […]
Linda Davis Taylor
“What about our family do you value most and hope never changes? “ This is one of several questions a family might ask itself as part of a process to develop a family mission statement. Why might a family want to define their mission? Consider what a mission statement achieves in a business setting—it clarifies an organization’s identity and vision for the future.A […]
Linda Davis TaylorNext Up
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