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Are Tax Increases on the Horizon?

As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged approximately $3 trillion to battle the virus and s...
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Manage Wealth

Financial Planning in a Pandemic: More Important Than Ever

None of us could have planned perfectly for 2020. This year has delivered a marked departure from the norm, as the COVID-19 pandemic has changed the r...
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Manage Wealth

Spring Cleaning for Your Estate Plan

At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully s...
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Manage Wealth

Real Estate Refresher: Helpful Tax Provisions in California and Beyond

Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Manage Wealth

New Retirement Regulations Mirror Long-Standing Clifford Swan Principles

On April 6, 2016, the Department of Labor issued new regulations that affect both retirement investors and advisers and provide for sweeping change wi...
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