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In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2025 Pasadena Festival of Women Authors. This year’s festival, held on Saturday, March 22 at the Pasadena Hilton, welcomed seven acclaimed authors and a full ballroom of literature enthusiasts. The authors shared their journeys as writers, answered questions, and signed books. Representing Clifford […]
Clifford Swan is proud to have supported the Pasadena Festival of Women Authors as its lead sponsor. The Festival was held on Saturday, March 9 at the Sheraton Grand Hotel in Los Angeles. The volunteer-run Pasadena Literary Alliance hosts the annual event. The Festival celebrates the accomplishments of authors while raising funds for literary programs […]
Clifford Swan was thrilled to participate as one of the top sponsors for She Leads, Girl Scouts of Greater Los Angeles’ signature fundraising event. The evening was dedicated to providing every girl throughout Greater Los Angeles with access to the life-changing benefits of the Girl Scout Leadership Experience. It was our privilege to champion the […]
Clifford Swan served as the lead sponsor of the Pasadena Festival of Women Authors held this past Saturday at the Pasadena Hilton. The volunteer-run Pasadena Literary Alliance hosts the annual event. The Festival celebrates the accomplishments of authors while raising funds for literary programs at community nonprofits. Kathleen Gilmore and Lloyd Wong attended from Clifford Swan […]
For National Business Women’s Day, Clifford Swan’s CEO Linda Davis Taylor wrote this article encouraging women to share personal finance strategies across their networks to help each other grow and thrive. Celebrating National Business Women’s Day: Sharing our wealth of knowledge
Clifford Swan Investment Counselors is proud to have supported the inaugural Gold Award Gala of Girl Scouts of Greater Los Angeles. The event was held this past Saturday, June 8, at Westfield Atrium at Century City. Clifford Swan’s Chief Client Services Officer, Kathleen Gilmore, Investment Counselor Lloyd Wong, and Client Services Manager Sharon Bachert attended […]
Clifford Swan Investment Counselors is proud to have supported the 11th annual Pasadena Festival of Women Authors as a Community Sponsor. The Festival was held this past Saturday, April 6, at the Pasadena Hilton Hotel. Clifford Swan’s Chairman and CEO, Linda Davis Taylor, Investment Counselor Erica White, and Chief Compliance Officer Gretchen Lee attended with […]
On this International Women’s Day, Clifford Swan’s CEO Linda Davis Taylor contributed to this article by U.S. News offering inspirational quotes to motivate women investors. 11 Inspirational Quotes for Women Investors
In alignment with Clifford Swan’s mission to impart “wisdom for generations,” equity analyst, investment counselor and CFA charterholder Anil Kapoor volunteered as a co-chair for the local Research Challenge, which was hosted by the CFA Society of Los Angeles on December 14, 2018. The CFA Institute Research Challenge is an annual competition that provides university students […]
Clifford Swan Investment Counselors is proud to have supported the 10th anniversary of the Pasadena Festival of Women Authors as a community sponsor. The Festival was held on Saturday, April 14, 2018 at the Pasadena Hilton Hotel. Clifford Swan’s Chairman and CEO, Linda Davis Taylor, along with Investment Counselors Carolyn Barber and Erica White, attended the event. The […]
Linda Davis Taylor, Clifford Swan Investment Counselors’ Chairman and CEO and the former chair of the Board of Trustees of Scripps College, has provided funding for a Financial Literacy Program at the College. The program launched this academic semester and is delivered through Scripps College’s Center for Career Planning & Resources (CP&R) under the guidance of […]
On Thursday, September 22, 2016, Clifford Swan Investment Counselors hosted an educational talk in the Stewart R. Smith Board Room of The Huntington Library, Art Collections, and Botanical Gardens. Entitled “Preparing Families and their Businesses for Tomorrow,” the speakers were Linda Davis Taylor, the Chair and CEO of Clifford Swan, and Gene Gregg, Jr., of […]
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