You are about to leave the Clifford Swan website. We are not responsible for the content or accuracy of information on any third-party websites nor do we monitor or endorse such websites. If you would like to leave the Clifford Swan website and visit the third-party website, please select “Continue” below.
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
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets and accessing trading platforms, dealing with our custodial partners, connecting with our clients’ banking providers, or strategizing with related professionals from the legal, accounting and insurance fields, we coordinate this complex […]
Kathleen Gilmore, CFP®
The U.S. economy keeps growing even in the face of high interest rates. Consumers are spending, businesses are investing, and the labor market is strong. Though these conditions have shown signs of slowing, they’ve supported a white-hot stock market: the S&P 500 was up over 40% in the eighteen months trailing June 30th. All eyes […]
Clifford Swan
“It is waiting that helps you as an investor, and a lot of people just can’t stand to wait.” – Charlie Munger In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may be better served by stepping back, assessing risks and possible outcomes before changing […]
Kevin J. Cavanaugh
It’s 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on the other side. He is in distress and explains he was in a car accident. It was his fault, and he needs some money to get out of […]
George E. Hasbun, CFP®
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 SwanNext Up
Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.
