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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
This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, politics, and all levels of government. We do not know the longer-term impact of the shutdown on businesses, whether additional fiscal stimulus will be provided, the outcome of the November elections, nor the […]
Clifford Swan
As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged approximately $3 trillion to battle the virus and stabilize the economy. How can our nation afford this mounting bill on top of an already high level of government debt? Tax increases […]
Maxwell R. Pray, CFA
None of us could have planned perfectly for 2020. This year has delivered a marked departure from the norm, as the COVID-19 pandemic has changed the routines, finances, and sense of security of many. As summer begins to fade and we naturally look towards year-end, we always recommend a check-in with your investment counselor to […]
Erica S. White
Financial Advisor magazine recognizes Clifford Swan in their annual ranking of independent advisory firms, ranking Clifford Swan as the 16th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related services […]
Clifford Swan
The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronavirus pandemic has continued to take its tragic toll on human life, with over 130,000 deaths in the United States and over half a million worldwide. Measures implemented to combat the […]
Clifford Swan
The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has also joined the Board of Directors and serves as its Chair. Our Chief Operating Officer and Chief Financial Officer, James Brown, continues in his existing role. Peter, Kathleen, and Jim collectively bring […]
Peter J. Boyle, CFA
I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investment professionals. Most recently, another member of the firm’s next generation joined Clifford Swan in May and we named […]
Peter J. Boyle, CFA
All of us at Clifford Swan Investment Counselors are delighted to welcome our newest colleague, Carlota Venegas, CFP®, CDFA®. Carly joined the firm on May 1st as an investment counselor, adding experience and resources to our investment counsel team. As a Certified Financial Planner™, Carly helps clients develop a comprehensive structure for the stewardship of their […]
Clifford Swan
Los Angeles Business Journal magazine recognizes Clifford Swan in their annual ranking of money management firms, ranking Clifford Swan as the 65th largest money management firm in Los Angeles county. Los Angeles Business Journal 2020 Ranking of Money Management Firms 2020
Clifford Swan
Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed no real signs of letting up. Then came the coronavirus, and with its spread throughout the world have come tragic human loss and economic fallout. Our thoughts are with the families […]
Clifford Swan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legislation to be approved into law in over a decade, and it changes rules that have been in effect for well over 30 years.The SECURE Act tackles several enhancement areas for […]
George E. Hasbun, CFP®
We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we prepare for such unforeseen threats. Emergency preparedness includes taking inventory of what we have and how to protect against the loss of those items. This personal risk assessment allows us to reduce […]
Gretchen E. LeeNext Up
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