INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT T: 626.792.2228 LOG IN SORT BY MARKET COMMENTARY MANAGE WEALTH GROW WEALTH INSTITUTIONS MANAGE WEALTH A NEW ERA IN DEATH AND (ESTATE) TAXES Carlota B. Venegas They say nothing in life is certain, except for death and taxes. While neither is avoidable, there may be certain ways to mitigate the impact of taxes... READ MORE INSTITUTIONS MANAGE WEALTH GOODBYE TO THE STRETCH-IRA AND HELLO TO TESTAMENTARY CHARITABLE GIFT ANNUITIES AND TESTAMENTARY CHARITABLE REMAINDER TRUSTS Kenneth H. Dike The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, an... READ MORE MANAGE WEALTH ARE TAX INCREASES ON THE HORIZON? Maxwell R. Pray 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 a... READ MORE MANAGE WEALTH FINANCIAL PLANNING IN A PANDEMIC: MORE IMPORTANT THAN EVER Erica S. White 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... READ MORE MANAGE WEALTH NEW TAX LAW COULD BENEFIT YOU George E. Hasbun The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi... READ MORE MANAGE WEALTH KEEPING CLIFFORD SWAN STRONG Gretchen E. Lee We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we... READ MORE MANAGE WEALTH BALANCING RISK AND REWARD Lloyd K. Wong "The two great risks are risking too much but also risking too little. That’s for each person to decide.” —Jimmy Chin, professional climber “Just taki... READ MORE INSTITUTIONS MANAGE WEALTH PLANNED GIVING TOOLS FOR MEETING YOUR PHILANTHROPIC GOALS Kenneth H. Dike "Planned giving" is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infre... READ MORE MANAGE WEALTH RISK IN RETIREMENT Kathleen Gilmore We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w... READ MORE MANAGE WEALTH SPRING CLEANING FOR YOUR ESTATE PLAN Erica S. White At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully s... READ MORE ARCHIVES Let's take the next step together STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer Form CRS