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Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
Imagine being tasked with investing the wealth of a family whose future generations depended on it, or a foundation with a critical social mission. Where would you start? You might start with the principle of diversification to reduce portfolio risk. You might also favor high-quality businesses—specifically those that will remain important to the economy and […]
Daniel J. Mintz
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
Clifford Swan
Clifford Swan’s internship program aims to provide talented undergraduate students who have shown interest in the investment and wealth management business a fundamental educational experience and the opportunity to develop skills in a number of areas of an investment advisory firm. Charles Mangum and Henry Stellwagen were selected from over 200 applicants for the fifth year of Clifford Swan’s summer internship program, which was led by […]
Clifford Swan
I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the DJIA is currently trading around the 24,000 to 25,000 level). I recall the euphoria investors felt when the index crossed 1,000 in November 1980, for the first […]
Carolyn S. Barber
Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you’re in, sticking to a budget is the cornerstone of establishing your financial health and power. Although it is featured in nearly every expert’s list of financial “must do’s,” few […]
Linda Davis Taylor
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 […]
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