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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
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
Clifford Swan
In a recent episode, Clifford Swan’s CEO Linda Davis Taylor was featured on Farnoosh Torabi’s So Money podcast for a conversation about women’s financial competence and confidence. So Money – Episode 838
Clifford Swan
After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment counselor and Chief Compliance Officer. We wish Carolyn a wonderful and fulfilling retirement with her husband Dan. We are very pleased to announce that Gretchen Lee has been named Chief […]
Linda Davis Taylor
In alignment with Clifford Swan’s mission to impart “wisdom for generations,” equity analyst, investment counselor and CFA charterholder Anil Kapoor volunteered as a co-chair for the local Research Challenge, which was hosted by the CFA Society of Los Angeles on December 14, 2018. The CFA Institute Research Challenge is an annual competition that provides university students […]
Clifford Swan
What piece of advice would you offer to someone learning how to manage their money? In her recent article for SELF Magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, walks readers through a simple strategy to create and maintain a budget. How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule
Clifford Swan
A little planning goes a long way for the causes you care about. Published by SELF Magazine on November 26, 2018. “Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s philanthropic power takes time and planning in order to strategically use […]
Linda Davis Taylor
You don’t have to be rich to put your money where your mouth is. Published by SELF Magazine on October 23, 2018. Today, as women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers, or voters to support the candidates or causes we […]
Linda Davis Taylor
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. Published by Thrive Global on May 17, 2018. Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world.This “modern-day take” on an ancient proverb is […]
Linda Davis Taylor
Giving Tuesday is a popular time to give, but what about the rest of the year? In her latest article for SELF Magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, shares more about how to create a giving plan and why it’s important to have one. Beyond Giving Tuesday: How to Make a Giving Plan […]
Clifford Swan
Following the recent midterm elections, Linda Davis Taylor’s article in SELF Magazine explores how women are harnessing their financial power and using philanthropy as an extension of their political voice. How to Use Money as an Extension of Your Political Voice
Clifford Swan
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. In her article for Thrive Global magazine, Linda Davis Taylor, Clifford Swan’s Chairman and CEO, discusses the link between financial literary and philanthropy. Women’s Rising Power: More Money Means More Giving
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