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A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
Strong market performance from industry leaders like Nvidia and Apple, alongside the public market debut of high-profile companies like SpaceX, has brought portfolio concentration top of mind for many investors. Whether a large position came from years of patient holding, an inheritance, founding a company, or equity compensation earned over a career, single-stock growth is […]
Elliott C. Hollingsworth
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
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
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 […]
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