Wealth Planning

Protect Your Assets from Phishers

We’ve written before about protecting yourself from financial fraud and encourage you to keep this threat in mind. As technological advances have improved our lives in many ways, an unfortunate side effect is technology’s role in helping cybercriminals construct more sophisticated financial scams. Recently, some of our clients have experienced more advanced phishing attempts that […]

Market Commentary

Quarterly Insights: October 2024

The U.S. economy and capital markets performed well in the third quarter of 2024. It’s hard to predict whether this strength will continue as we face a mixed bag of signals. No matter the environment, our focus on high-quality investments both provides protection during turmoil and participation in the market’s growth. The domestic economy is […]

Company News

Summer Internship Program Successfully Completes 9th Year

Rising junior Dhruv Saraf and rising senior Luke Garlick participated in the firm’s ninth summer internship program. Through their six weeks with Clifford Swan, they touched every aspect of the business including fundamental securities research and trading, portfolio management software, inheritance planning, client service, operations, marketing, compliance, and IT.   Dhruv majors in Economics and […]

Market Commentary

Quarterly Insights: July 2024

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 […]

Wealth Planning

2024 RMD Relief for IRA Beneficiaries Subject to 10-Year Rule

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 […]

Market Commentary

Quarterly Insights: April 2024

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, […]

Company News

Clifford Swan Supports the Pasadena Festival of Women Authors

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 […]

Company News

David Lin Named Chief Investment Officer

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 […]

Company News

Clifford Swan is Hiring!

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

Market Commentary

Quarterly Insights: January 2024

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 […]