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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
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, CFA
Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look at this period—at the market circumstances entering the decade, what has actually happened, and what we might have learned from it.Entering 2010, the market (as measured by the S&P […]
Roger L. Gewecke, Jr., CFA
Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is convening “Money Talks” in which participants share personal finance stories and strategies to help each other grow and thrive.In celebration of Financial Planning month, the women of Clifford Swan held a […]
Clifford Swan
For National Business Women’s Day, Clifford Swan’s CEO Linda Davis Taylor wrote this article encouraging women to share personal finance strategies across their networks to help each other grow and thrive. Celebrating National Business Women’s Day: Sharing our wealth of knowledge
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