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Market Commentary
Faith Seeking Understanding
When in bear markets, like we are now, clients often ask us how we can keep our heads when it appears the world is coming apart. What knowledge do we possess that imbues us with the confidence to act?...
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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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