Manage Wealth

Making Withdrawals from IRA Accounts

The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth

Family Wealth: Mentoring the next Generation

Famous people often credit mentors with helping them succeed. The terms coach and mentor are often used interchangeably, but the two have different re...
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Market Commentary

Market Outlook: A Roundtrip Journey

The last market outlook I wrote for this publication was in July 2015. At that time, the S&P 500 Index, which serves as a broad stock market proxy, wa...
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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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Manage Wealth

Social Security Rule Changes

With the passing of Bipartisan Budget Act last November, the Social Security “file and suspend” and “restricted application” strategies we discussed i...
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Grow Wealth

Fixed Income: Strategy and Execution

Clifford Swan Investment Counselors hosted a conference call on March 3, 2016 as a part of an "Our Best Thinking" educational series for clients and f...
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Manage Wealth

2016 Tax Guidelines on Gifts

Tax-Free Gifts Every individual is entitled to gift up to $14,000 (unchanged since 2013) per year to any other individual(s) free of federal gift tax...
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Manage Wealth

5 Ways Your Family Can Create and Build Wealth

When you think of your family, mission statement and strategy are probably not the first terms that come to mind. But, as I explain in my recent book,...
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Market Commentary

2016 Market Outlook

U.S. equity market returns for 2015 were challenging, with the price of the S&P 500 Index down 0.73% over the year. With a peak to trough difference o...
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Manage Wealth

A One Hundred-Year Legacy

I was seven years old the day I walked into the downtown Los Angeles office of A.M. Clifford Associates. Eighteen years later and fresh out of college...
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