Market Commentary

U.S. Exceptionalism and What It Means for Your Portfolio

Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]

Clifford Swan Supports the Pasadena Festival of Women Authors

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 […]

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Clifford Swan Supports Girl Scouts of Greater Los Angeles

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 […]

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Clifford Swan Supports the Pasadena Festival of Women Authors

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 […]

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In Honor of National Business Women’s Day

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

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Clifford Swan Supports the Girl Scouts of Greater Los Angeles

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 […]

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Clifford Swan Supports the Pasadena Festival of Women Authors

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 […]

Clifford Swan

Investing Advice in Honor of International Women’s Day

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

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Clifford Swan in the Community: CFA Institute Research Challenge

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 […]

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Clifford Swan at Dodger Stadium

On July 20th, Clifford Swan colleagues attended the Dodgers vs. Braves game.  A very special part of the evening was being featured in a ribbon board message, which read, “Clifford Swan and the Dodgers – two winning teams destined for greatness!”  It was a fun time had by all!  

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Clifford Swan Supports the Pasadena Festival of Women Authors

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 […]

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Clifford Swan in the Community: Linda Davis Taylor Supports Financial Literacy Program at Scripps College

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 […]

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Clifford Swan in the Community: Linda Davis Taylor Speaks at The Huntington Library, Art Collections, and Botanical Gardens

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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