Wealth Planning

Reminder: Trump Accounts Launching July 4th

In February, we shared an overview on Trump Accounts, a new federal savings program for children. With the launch on July 4, 2026, we’re revisiting how these custodial accounts compare to other savings options for minors: Trump Accounts are designed for long-term wealth building. Investments are restricted to low-cost U.S. equity index funds until age […]

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 […]

Wealth Planning

Trump Accounts: What They Are, What They Aren’t, and Where They Fit Your Plan

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 4, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]

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 […]

Wealth Planning

What Divorce Can Teach Us About Financial Resilience (Even If You’re Happily Married)

You don’t have to be going through a divorce to learn from one. Some of the most powerful financial lessons we’ve encountered do not come from market swings or tax law changes; they come from the experience of watching wealth unravel during a divorce. Divorce is emotionally disorienting, legally complex, and financially revealing. It forces […]

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 […]