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After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
Carlota B. Venegas, CFP®, CDFA®
In April, the Internal Revenue Service waived penalties for beneficiaries of individual retirement accounts subject to required minimum distributions under the 10-year rule that do not take distributions in 2024. This extends the relief period for RMDs that would have had to been taken from 2020 through 2023 to include the 2024 tax year. The 10-year […]
Clifford Swan
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn, 2023 ended on a high note, with 3.2% growth in the fourth quarter marking the sixth consecutive quarter of growth at or above market, which in turn is supporting strong consumer spending. However, […]
Clifford Swan
Clifford Swan is proud to have supported the Pasadena Festival of Women Authors as its lead sponsor. The Festival was held on Saturday, March 9 at the Sheraton Grand Hotel in Los Angeles. The volunteer-run Pasadena Literary Alliance hosts the annual event. The Festival celebrates the accomplishments of authors while raising funds for literary programs […]
Clifford Swan
We are very pleased to announce that David Lin has been named Chief Investment Officer. In this role, he oversees the firm’s equities, fixed income, and alternatives teams and sets the overall investment strategy using a long-term fundamentals-based approach. David joined the firm in 2018 as an investment counselor. Of David, CEO Peter Boyle shared, “Over […]
Clifford Swan
After 25 years at Clifford Swan, Cindy Koivu retired on January 31, 2024. Cindy joined Clifford Swan in 1998 and served as an Equity Trader and Compliance Assistant. We wish Cindy a wonderful retirement with her husband Joey. We’ve happily welcomed Megan Pantiskas and Sonia Sandoval to the firm. With her graphic design background, Megan […]
Peter J. Boyle, CFA
While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human history. As a species, we can’t help but want to project human qualities onto non-human things. The first known robot was built in ancient Greece, an automatic maid that would pour wine […]
David Y. Lin, CFA
With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consider establishing a charitable gift annuity. As we’ve said in previous articles, charitable gift annuities can be a great option for donors seeking an income stream. The mechanics are […]
Lloyd K. Wong, CFA
Jennifer I. Maqueda
As Clifford Swan Investment Counselors continues to grow, we are hiring additional professionals. If you or someone you know would be interested in joining our team, please click on the link below for details on the position. Client Service Specialist Financial Planning Specialist Investment Counselor Investment Counselor Portfolio Manager
Clifford Swan
As we welcome a new year, we take stock of 2023 and consider what the year ahead might hold in store. Last year was a good year for investors and the U.S. economy. The economy grew, bonds offered positive real returns (beat inflation), and stocks soared. However, a general backdrop of unease, characterized by a […]
Clifford Swan
Many investors have seen or heard periodic ads for alternative investments or read about them in various business and investment sources. The natural questions are: What exactly are alternatives, and do they belong in my portfolio? These are specialized investments, and while they have some attractive qualities and can serve a valuable role in an overall investment […]
Randall L. Zaharia, CFA CAIA®
Imagine a journey where your financial success knows no bounds and your potential is limitless. You are an achiever, and your ambition is the driving force behind your success. Now, let’s channel that energy into your financial roadmap with the guidance of a dedicated investment counselor. We’ll explore how, together, you can create a narrative […]
Carlota B. Venegas, CFP®, CDFA®
Clifford Swan was thrilled to participate as one of the top sponsors for She Leads, Girl Scouts of Greater Los Angeles’ signature fundraising event. The evening was dedicated to providing every girl throughout Greater Los Angeles with access to the life-changing benefits of the Girl Scout Leadership Experience. It was our privilege to champion the […]
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