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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 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
(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 […]
CFA Society of Los Angeles Vice President, Kerry Gawne Rapanot, CFA, presents the Governor’s Award to Roger Gewecke, Jr., CFA.
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