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Linda Davis Taylor
Articles from Linda Davis Taylor
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Wealth Planning
How to Build Your Financial Skills and Take Your Seat at the Table
A financial toolkit for young adults who want to embrace the power of money and grow their impact We are living in a time when young people have more access than ever before to the knowledge and skills to become impactful leaders—in their communities, professions and families. While those now commonly referred to as “millennials” […]
Linda Davis TaylorCompany News
Message from the CEO – January 2019
After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment counselor and Chief Compliance Officer. We wish Carolyn a wonderful and fulfilling retirement with her husband Dan. We are very pleased to announce that Gretchen Lee has been named Chief […]
Linda Davis TaylorWealth Planning
Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One
A little planning goes a long way for the causes you care about. Published by SELF Magazine on November 26, 2018. “Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s philanthropic power takes time and planning in order to strategically use […]
Linda Davis TaylorWealth Planning
How to Use Money as an Extension of Your Political Voice
You don’t have to be rich to put your money where your mouth is. Published by SELF Magazine on October 23, 2018. Today, as women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers, or voters to support the candidates or causes we […]
Linda Davis TaylorWealth Planning
How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule
Published by SELF Magazine on October 23, 2018. Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you’re in, sticking to a budget is the cornerstone of establishing your financial health and power. Although it is featured in nearly every expert’s […]
Linda Davis TaylorWealth Planning
Women’s Rising Power: More Money Means More Giving
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. Published by Thrive Global on May 17, 2018. Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world.This “modern-day take” on an ancient proverb is […]
Linda Davis TaylorWealth Planning
Call to Action: Let’s Talk to Our Kids About Money
Give your children money, and they’ll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-day take on an ancient proverb is not the lesson that most young people are taught. Despite increased focus on training for a competitive global economy, an essential ingredient our kids need to succeed is often left to chance: financial responsibility. $59 trillion […]
Linda Davis TaylorWealth Planning
The Family Bank: A Strategy for Preserving Wealth
“The generations of living things pass in a short time and, like runners, hand on the torch of life.” —Lucretius, Roman philosopherWhat issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment management of their financial assets; they also care deeply about the long-term welfare of their families. Their goal of “capital […]
Linda Davis TaylorWealth Planning
The Family Mission: What Does It Mean to Be Us?
“What about our family do you value most and hope never changes? “This is one of several questions a family might ask itself as part of a process to develop a family mission statement. Why might a family want to define their mission? Consider what a mission statement achieves in a business setting—it clarifies an organization’s identity and vision for the future.A company’s […]
Linda Davis TaylorWealth Planning
Family Wealth: Mentoring the next Generation
Famous people often credit mentors with helping them succeed. For Oprah Winfrey, it was Mrs. Duncan, her fourth grade teacher. For Bill Clinton, it was his grandmother. For Mark Zuckerberg, it was Steve Jobs. For Warren Buffett, it was Benjamin Graham, another great investor and Buffet’s university professor. The original mentor was a character in Homer’s epic poem, the Odyssey. When Odysseus, the king of Ithaca, […]
Linda Davis Taylor