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On July 4, 2025, President Trump signed into law H.R.1, commonly known as the “One Big Beautiful Bill Act” (OBBBA). This sweeping legislation addressed the scheduled expiration of tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new tax measures and tweaking existing rules. Here’s what you need to know. Income […]
On July 4, 2025, President Trump signed into law H.R.1, commonly known as the “One Big Beautiful Bill Act” (OBBBA). This sweeping legislation addressed the scheduled expiration of tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new tax measures and tweaking existing rules. Here’s what you need to know. Income […]
In today’s world, convenience is often a single tap away. The breadth of smartphone apps enables us to have groceries delivered to our doors within hours or hail a ride to the airport within minutes. Even social exchanges occur in real time due to the immediacy of texting and social media messages. While we are […]
Austin H. Gewecke, CFA
Clifford Swan Investment Counselors is pleased to announce it has been recognized in Financial Advisor magazine’s thirteenth annual ranking of independent advisory firms, which was published in the July 2018 issue of the magazine. Clifford Swan Investment Counselors was ranked at the 100th largest RIA in the nation and 15th largest in California. RIA firms applied for consideration. […]
Clifford Swan
Clifford Swan Investment Counselors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of […]
Clifford Swan
Yijia Yang and Samuel Glazer were selected from over 200 applicants for the fourth year of Clifford Swan Investment Counselors’ wealth management summer internship program. Through the two-month program, Clifford Swan aims to provide talented undergraduate students who have shown interest in the investment and wealth management business a fundamental educational experience and the opportunity […]
Clifford Swan
Linda Davis Taylor, Chairman and CEO, was featured in a series of publications on philanthropy that were published by State Street Global Advisors. To produce a two-part roundtable series, State Street Global Advisors turned to 12 industry experts for their perspectives. The remarks in the publications below are edited excerpts of this discussion. Adding Value […]
Clifford Swan
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
Clifford Swan Investment Counselors is proud to have supported the 10th anniversary of the Pasadena Festival of Women Authors as a community sponsor. The Festival was held on Saturday, April 14, 2018 at the Pasadena Hilton Hotel. Clifford Swan’s Chairman and CEO, Linda Davis Taylor, along with Investment Counselors Carolyn Barber and Erica White, attended the event. The […]
Clifford Swan
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again.” —Eleanor RooseveltMuch has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than generations that came before. According to the U.S. Census Bureau, residents age 65 and over grew from 35.0 million in 2000 to […]
Kathleen Gilmore, CFP®
Linda Davis Taylor, Clifford Swan Investment Counselors’ Chairman and CEO and the former chair of the Board of Trustees of Scripps College, has provided funding for a Financial Literacy Program at the College. The program launched this academic semester and is delivered through Scripps College’s Center for Career Planning & Resources (CP&R) under the guidance of […]
Clifford Swan
“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
It is with great sadness that we share the loss of our visionary co-founder and friend Philip V. Swan, who passed away peacefully on December 7, 2017 in Pasadena. We honor him for his impact on the investment counsel profession over his career of more than forty years in the industry. We are grateful for his leadership in launching his own advisory firm in 1984, which […]
Clifford Swan
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, CFA
Clifford Swan Investment Counselors was named to Financial Planning magazine’s January 2017 ranking of the Top 150 RIA Firms. Clifford Swan was ranked number 41 based on assets under management. To be considered for the ranking, firms must be an independent, fee-only RIA. To capture firms that provide holistic financial advice to individuals, only firms with more than […]
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