BLOG
From timely tax and planning insights that impact your wealth, to expert insights from our research team, Clearstead’s Blog offer relevant news and information that you can use.
CLEARSTEAD ANNUAL FIRM UPDATE: REVIEW OF 2023
January 4, 2024 You can download a PDF copy of this update here. GROWTH In the thirty-five years since its founding, Clearstead has become a leading nationally recognized financial advisory firm serving wealthy...
THE IMPORTANCE OF KNOWING YOUR RETIREMENT NUMBER
September 8, 2023 Author: Matthew Kolenich, CPFA, AIF®, Managing Director, Institutional Consulting Group How much will you need in retirement savings to maintain your same lifestyle during your retirement years? One...
WEATHERING WHAT’S TO COME: OPERATIONAL, FINANCIAL, & INVESTMENT REALIGNMENT FOR CHALLENGES FACING HIGHER EDUCATION
July 11, 2023 With the rising costs of tuition, decreased enrollment, waning retention, and increasing financial pressures, higher education institutions are under immense scrutiny to evolve and adapt to survive. A panel...
GOVERNOR MIKE DEWINE SIGNS OHIO’S FISCAL YEAR 2024-2025 BUDGET BILL INTO LAW
July 7, 2023 Author: Tony Micheli, CPA, Senior Managing Director, Tax View a PDF copy of this update here. On July 4, 2023, Ohio Governor Mike DeWine signed legislation enacting the state operating budget for the...
CLEARSTEAD EMPOWHER 2022 WOMAN OF THE YEAR: KAREN BUCKLEY
Keeping track of everything is key when leading many administrative functions for a department, which Karen Buckley, Institutional Coordinator, has mastered to support the daily activities of Clearstead’s Institutional...
CLEARSTEAD ANNUAL FIRM UPDATE: REVIEW OF 2022
January 11, 2023 CLEARSTEAD'S GROWTH Since its founding in 1989, Clearstead has grown to become a prominent private client and institutional wealth advisory firm. Today, we have over 130 employees, and most of our...
CLEARSTEAD EMPOWHER 2021 WOMAN OF THE YEAR: MONICA FLETCHER
Upholding the firm’s brand, leading strategic initiatives, and meeting the needs of each professional within the firm requires creativity, organization, and attention to detail. For Monica Fletcher, Senior Associate,...
FIDUCIARY FOCUS: DOL PROPOSED RULE – ESG FACTORS & POTENTIAL IMPACTS FOR RETIREMENT PLANS
November 18, 2021 By Sarah Parker, AIF®, Senior Managing Director & Shareholder and Kristen Low, Associate Consultant The Department of Labor (DOL) proposed a new rule on October 13, 2021, titled “Prudence and Loyalty...
TAXES ARE GOING UP, SHOULD (OR DO) MARKETS CARE?
May 5th, 2021 By Aneet Deshpande, CFA, Chief Investment Strategist and Dan Meges, Managing Director of Equity THE FISCAL RESPONSE TO THE PANDEMIC The federal government has now spent $5.2tn in stimulus in order to...
CLEARSTEAD EMPOWHER 2020 WOMAN OF THE YEAR: ALLISON SCHAEFER
In the face of uncertainty and new challenges presented by 2020 and the COVID-19 pandemic, Allison Schaefer, Client Service Associate for the Private Client Group embodied the firm’s core values and culture through serving...
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
SERVICES
INSIGHTS
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
FOLLOW US