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Stop the Inflation Swindle

As a key tenet of our mission at Clifford Swan is to preserve and grow our clients’ wealth, inflation protection is always on our minds. Recently, however, the topic has made national headlines, with ...
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Manage Wealth

Social Security as an Inflation Hedge

Inflation is top of mind in the investment community. As my colleague Dan Mintz discusses in his corresponding article, inflation is historically high...
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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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