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Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
On April 2nd, President Trump’s announcement of new tariffs triggered a global equity sell-off. In their current form, they will affect nearly all U.S. trade. The speed and scale of these trade actions have been stunning. Using the President’s first term as a point of reference, tariffs were levied about 14 months into the term, […]
Clifford Swan
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 […]
Clifford Swan
The U.S. economy has withstood the effects of higher interest rates better than expected, as what feels like the most anticipated recession of all time has not yet materialized. Leading economic indicators, which predict a change in the business cycle, have been flashing red for nearly a year and a half. These include an inverted […]
Clifford Swan
Rising college juniors Cyrus Gaylord and Sophia Wilson participated in the firm’s eighth summer internship program. Over the course of six weeks, they completed several projects and learned about portfolio management, securities analysis and research, trading and execution, client service, compliance, marketing, and operations. Sophia majors in Economics and Dance at Scripps College, where she […]
Clifford Swan
Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Domestic equities roared higher in the first seven months of 2023, with the S&P 500 up more than 19% from the start of the year, while the tech-heavy […]
Anil Kapoor, CFA
Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combine two years’ worth of charitable giving into one year has been a financial planning consideration for years. The Tax Cuts and Jobs Act (TCJA) of 2017 made this strategy even more relevant. […]
Maxwell R. Pray, CFAThe Internal Revenue Service has again postponed releasing final rules on required minimum distributions for inherited individual retirement accounts. Because of the delay, some beneficiaries of IRAs inherited after 2019 won’t be penalized for not taking required minimum distributions in 2023. <br> BACKGROUND There have been many important legislative changes for retirement accounts over the past few […]
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