You are about to leave the Clifford Swan website. We are not responsible for the content or accuracy of information on any third-party websites nor do we monitor or endorse such websites. If you would like to leave the Clifford Swan website and visit the third-party website, please select “Continue” below.
On July 4, 2025, President Trump signed into law H.R.1, commonly known as the “One Big Beautiful Bill Act” (OBBBA). This sweeping legislation addressed the scheduled expiration of tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new tax measures and tweaking existing rules. Here’s what you need to know. Income […]
(Pasadena, CA) ̶ Clifford Swan Investment Counsel announced today that the Pasadena-based firm has entered into a definitive agreement to acquire City National’s current equity interest in Clifford Swan and become 100% employee-owned. The deal is expected to close by the end of 2015. Formed by the merger of Clifford Associates and Philip V. Swan […]
Next Up
Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.
