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A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
Strong market performance from industry leaders like Nvidia and Apple, alongside the public market debut of high-profile companies like SpaceX, has brought portfolio concentration top of mind for many investors. Whether a large position came from years of patient holding, an inheritance, founding a company, or equity compensation earned over a career, single-stock growth is […]
Elliott C. Hollingsworth
As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged approximately $3 trillion to battle the virus and stabilize the economy. How can our nation afford this mounting bill on top of an already high level of government debt? Tax increases […]
Maxwell R. Pray, CFA
None of us could have planned perfectly for 2020. This year has delivered a marked departure from the norm, as the COVID-19 pandemic has changed the routines, finances, and sense of security of many. As summer begins to fade and we naturally look towards year-end, we always recommend a check-in with your investment counselor to […]
Erica S. White
Clifford Swan was once again included in Financial Advisor magazine’s annual RIA survey, moving to the 16th largest independent registered investment adviser in California. The recognition highlights the firm’s ongoing growth while maintaining its disciplined, client-focused investment approach. The survey includes independent firms that meet Financial Advisor‘s eligibility requirements, including SEC registration and the delivery […]
Clifford Swan
The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronavirus pandemic has continued to take its tragic toll on human life, with over 130,000 deaths in the United States and over half a million worldwide. Measures implemented to combat the […]
Clifford Swan
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
Los Angeles Business Journal magazine recognizes Clifford Swan in their annual ranking of money management firms, ranking Clifford Swan as the 65th largest money management firm in Los Angeles county. Los Angeles Business Journal 2020 Ranking of Money Management Firms 2020
Clifford Swan
Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed no real signs of letting up. Then came the coronavirus, and with its spread throughout the world have come tragic human loss and economic fallout. Our thoughts are with the families […]
Clifford Swan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legislation to be approved into law in over a decade, and it changes rules that have been in effect for well over 30 years.The SECURE Act tackles several enhancement areas for […]
George E. Hasbun, CFP®
We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we prepare for such unforeseen threats. Emergency preparedness includes taking inventory of what we have and how to protect against the loss of those items. This personal risk assessment allows us to reduce […]
Gretchen E. Lee
Clifford Swan’s CEO Linda Davis Taylor is featured in The Chronicle of Higher Education, calling on all colleges to consider financial literacy a requirement for graduation. Every College Should Require Financial Preparedness
Clifford Swan
“The two great risks are risking too much but also risking too little. That’s for each person to decide.” —Jimmy Chin, professional climber“Just taking risks for risk’s sake, that doesn’t do it for me. I’m willing to take risks that I think are worth it.” —Chris Hadfield, astronaut Imagine you are on the crest of a snow-covered […]
Lloyd K. Wong, CFANext Up
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