Clifford Swan
Articles from Clifford Swan
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Market Commentary
Quarterly Insights: April 2026
After a period of relative calm, the markets began 2026 on shaky footing. Equity markets are down modestly year-to-date as the U.S. finds itself in a conflict with Iran and investors are also thinking harder about the winners and losers of AI. While these dynamics warrant attention, we also see this as an opportunity to […]
Company News
Clifford Swan Supports the 2026 Pasadena Festival of Women Authors
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2026 Pasadena Festival of Women Authors, held Saturday, March 14 at the Pasadena Convention Center. The sold-out event brought together nine acclaimed authors and a full ballroom of literature enthusiasts to celebrate the accomplishments of women authors. The authors shared their journeys as […]
Market Commentary
Quarterly Insights: January 2026
As we embark on a new year, we continue to advise clients to position portfolios more conservatively to match today’s market realities. That may be difficult given the temptation to ride a stock market that has been on a long winning streak. But it is when investor sentiment is strong and asset valuations are rich […]
Company News
Clifford Swan Named to Financial Planning Magazine’s 2025 RIA Ranking
Clifford Swan has been recognized as one of the largest independent advisory firms in the nation in Financial Planning magazine’s annual ranking of RIAs. The ranking highlights the top 150 fee-only registered investment advisors that provide comprehensive financial planning services, listed by assets under management. We appreciate this recognition and remain committed to serving our […]
Market Commentary
Quarterly Insights: October 2025
As the adage goes: history doesn’t repeat itself, but it often rhymes. Even believers in the transformative power of artificial intelligence have begun worrying about a brewing bubble. Our former partner Terry Price wrote about similar market conditions in the Spring of 2000—those of extreme market concentration, skyrocketing technology valuations, a disregard for risk, and […]
Company News
Clifford Swan Named to Financial Advisor Magazine’s 2025 RIA Ranking
Clifford Swan has been recognized as the 17th largest RIA in California in Financial Advisor Magazine’s fourteenth annual ranking of independent advisory firms nationwide. This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. The ranking order is based on assets under management. We are honored by this […]
Company News
Celebrating the First Decade of Our Summer Internship Program
Clifford Swan’s wealth management internship program reached a major milestone this year, with Meghan Garrity and Michael Dunn completing our tenth annual program. Over six weeks, they immersed themselves in learning across our firm, from investment research and financial planning to compliance and operations. The rising college juniors brought impressive credentials. A Finance and Spanish […]
Market Commentary
Quarterly Insights: July 2025
When we wrote last quarter’s letter, a deep equity sell-off had been underway following the announcement of President Trump’s tariff campaign. The S&P 500 has since fully recovered from that 20% market drawdown, with investors increasingly hopeful we can avoid a full-blown global trade war. Without knowing which direction markets will move next or how […]
Market Commentary
Quarterly Insights: April 2025
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, […]
Company News
Clifford Swan Supports the 2025 Pasadena Festival of Women Authors
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2025 Pasadena Festival of Women Authors. This year’s festival, held on Saturday, March 22 at the Pasadena Hilton, welcomed seven acclaimed authors and a full ballroom of literature enthusiasts. The authors shared their journeys as writers, answered questions, and signed books. Representing Clifford […]