
Erica S. White
Articles from Erica S. White
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Wealth Planning
Social Security as an Inflation Hedge
Inflation is top of mind in the investment community. As my colleague Dan Mintz discusses in his corresponding article, inflation is historically high. At Clifford Swan, we have strategies to preserve and grow our clients’ wealth in an inflationary environment. Our approach to disciplined stock picking, as described by Dan, is one of them. In […]
Erica S. WhiteWealth Planning
Financial Planning in a Pandemic: More Important Than Ever
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. WhiteWealth Planning
Spring Cleaning for Your Estate Plan
At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully selecting investments tailored to meet our clients’ needs is in our DNA. However, we know that to be truly skilled investment counselors, our relationships with our clients must be broader than the portfolios themselves. […]
Erica S. WhiteWealth Planning
Real Estate Refresher: Helpful Tax Provisions in California and Beyond
Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate and owning a primary residence. Particularly in California, housing prices have grown at a fast rate, and since the 1940s, California home prices have risen more quickly than the U.S. […]
Erica S. White