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Investment Counselors Discuss Risk with Estate Planning Council

Clifford Swan's Kevin Cavanaugh and David Lin spoke at a meeting of the Conejo Valley Estate Planning Council in Westlake Village on November 19, 2019...
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Sharing Our Money Stories

Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is...
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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 ac...
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Summer Internship Program Successfully Completes Sixth Year

John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer interns...
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Clifford Swan Recognized by Financial Advisor Magazine

Financial Advisor magazine recognizes Clifford Swan in their fourteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 17t...
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Clifford Swan’s CEO Featured in Article on Financial Independence for Millennials

In a recent article on helping grown children become financially independent, Clifford Swan’s CEO Linda Davis Taylor offers her insights. For grown ch...
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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...
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Clifford Swan’s CEO Quoted by Thrive Global

In a recent article on generational wealth, Clifford Swan’s CEO Linda Davis Taylor offers insights on one warning sign that a family might be off trac...
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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...
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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 mo...
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