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After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
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®
The holidays have come early at Clifford Swan, as we’ve received the gift of new team members. Given our people are a key component of what makes Clifford Swan strong, we are excited to share a few team updates. Early in 2024, we identified a need to expand our operations team to free up capacity for high-impact technology projects and deliver the best possible operational support to our client-facing teams. We’ve fulfilled this need through the promotion of Diane Riveros and the addition of Jesse Cortes as Operations Specialists.
Peter J. Boyle, CFA
After 25 years at Clifford Swan, Cindy Koivu retired on January 31, 2024. Cindy joined Clifford Swan in 1998 and served as an Equity Trader and Compliance Assistant. We wish Cindy a wonderful retirement with her husband Joey. We’ve happily welcomed Megan Pantiskas and Sonia Sandoval to the firm. With her graphic design background, Megan […]
Peter J. Boyle, CFA
We recently thanked Jim Brown and Dianne Barrios for their years of dedicated service and welcomed David Nelson and Diane Riveros. After over two decades at Clifford Swan, Jim Brown retired on December 31, 2022. Jim joined the firm in 1999 and served as Chief Operating Officer. Through his leadership, the firm’s day-to-day operations ran […]
Peter J. Boyle, CFA
In some ways, Clifford Swan Investment Counselors has been undergoing a period of transformation, which started seven years ago when we became a 100% employee-owned firm. While we have always focused the firm’s direction on providing valuable guidance, taking the step to being fully independent allowed us more control over how we shape the firm […]
Peter J. Boyle, CFA
Looking back on my first year serving as CEO, the theme of the year has been resiliency. Covid has presented so many individual and collective challenges. I am extremely proud of the Clifford Swan team for their adaptability, support of one another, and unwavering commitment to our clients. There was (and still is) a true […]
Peter J. Boyle, CFA
The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has also joined the Board of Directors and serves as its Chair. Our Chief Operating Officer and Chief Financial Officer, James Brown, continues in his existing role. Peter, Kathleen, and Jim collectively bring […]
Peter J. Boyle, CFA
I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investment professionals. Most recently, another member of the firm’s next generation joined Clifford Swan in May and we named […]
Peter J. Boyle, CFA
What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domestic economy with extremely low unemployment, growing trade protectionism, the Federal Reserve (“Fed”) moving deliberately to raise short-term borrowing rates, and few signs of a looming recession. From […]
Peter J. Boyle, CFA
Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) of a seemingly straightforward and reasonable proposal which would require all firms and individuals who provide investment advice to retirement plans and IRAs to abide by a “fiduciary” standard. To be a fiduciary requires putting clients’ best interests before one’s own […]
Peter J. Boyle, CFANext Up
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