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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, […]
By combining charitable intent with tax-advantaged lifetime income, a charitable gift annuity (CGA) can work very well for the right donor and for the right nonprofit. But a well-designed gift is only the beginning. Behind every CGA is a contractual payment obligation that a nonprofit must honor for the life of the annuitant, regardless of […]
David J. Nelson, CPA
George E. Hasbun, CFP®
John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer internship program. Abby is a rising junior at Claremont McKenna College where she is pursuing a degree in Economics and Philosophy and a minor in Financial Economics. Also a rising junior, John […]
Clifford Swan
Financial Advisor magazine recognizes Clifford Swan in their fourteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 17th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related […]
Clifford Swan
In a recent article on helping grown children become financially independent, Clifford Swan’s CEO Linda Davis Taylor offers her insights. For grown children that are trying to establish a career, she recommends utilizing a business-style family meeting to develop a strategy. As an alternative to making financial gifts, Linda describes how setting up a family […]
Clifford Swan
In a recent article on generational wealth, Clifford Swan’s CEO Linda Davis Taylor offers insights on one warning sign that a family might be off track. Is Your Financial Success Leading to Your Family’s Failure? 5 Signs It Could Be
Clifford Swan
Clifford Swan Investment Counselors is proud to have supported the inaugural Gold Award Gala of Girl Scouts of Greater Los Angeles. The event was held this past Saturday, June 8, at Westfield Atrium at Century City. Clifford Swan’s Chief Client Services Officer, Kathleen Gilmore, Investment Counselor Lloyd Wong, and Client Services Manager Sharon Bachert attended […]
Clifford Swan
PBS News Hour quotes Linda Davis Taylor, Clifford Swan’s Chairman and CEO, in an article on setting New Year’s resolutions for personal finances. While broad resolutions are often set at the beginning of the year, Linda and the other financial experts PBS interviewed offer insights regarding focused goals one might adopt for 2019. Specifically, Linda encourages […]
Clifford Swan
At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully selecting investments tailored to meet our clients’ needs is in our DNA. However, we know that to be truly skilled investment counselors, our relationships with our clients must be broader than the portfolios themselves. […]
Erica S. White
Clifford Swan Investment Counselors is proud to have supported the 11th annual Pasadena Festival of Women Authors as a Community Sponsor. The Festival was held this past Saturday, April 6, at the Pasadena Hilton Hotel. Clifford Swan’s Chairman and CEO, Linda Davis Taylor, Investment Counselor Erica White, and Chief Compliance Officer Gretchen Lee attended with […]
Clifford Swan
On this International Women’s Day, Clifford Swan’s CEO Linda Davis Taylor contributed to this article by U.S. News offering inspirational quotes to motivate women investors. 11 Inspirational Quotes for Women Investors
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
In 1965, a company in the S&P 500 Index had an average life of 33 years. Incredibly, that number is now down to 18 years and falling.What’s driving the change? Technology has a lot to do with it as entire industries have been reshaped, from the way we shop for clothes to how we power […]
David Y. Lin, CFA
In a recent interview, Clifford Swan’s CEO Linda Davis Taylor shared her thoughts on the importance of ensuring that women of all ages and backgrounds have the financial competence and confidence to influence their communities. Philanthropy Women
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