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.
Author: Aneet Deshpande, CFA, Chief Investment Strategist, Managing Director “The investor’s chief problem—and his worst enemy—is likely to be himself [or herself]. In the end, how your investments behave is much less important than how you behave.” - Benjamin Graham...read more
Author: Michael Shebak, Head of Institutional Consulting, Senior Managing Director The early days of the quarantine were unchartered. The world rushed to stock up on food, household supplies and essential items. We worried about our own health and loved ones. We...read more
Author: Tony Micheli, CPA, Senior Managing Director Pursuant to the Coronavirus, Aid, Relief and Economic Security Act (CARES Act), employers and self-employed individuals are able to delay the deposit of certain employment taxes. The payroll tax deferral...read more
Like training for marathon running, balancing the direction of the firm’s financial planning department with serving client relationships takes a great deal of discipline, time, and energy. According to Maureen Leneghan, CPA, CFP®, CGMA, Clearstead’s Director of...read more
Author: Michael Shebak, Head of Institutional Consulting, Senior Managing Director Challenging and uncertain times call for clarity and steadfastness. Investors are coping with declines in markets, possible permanent dislocations to their businesses, and planning for...read more
Author: James Thomas, CPA, Planning Associate Under the Coronavirus Aid, Relief and Economic Security (CARES) Act. P.L.116-136, eligible individuals will receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples. Parents also...read more
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed Congress on March 27, 2020 and provides $2 trillion in benefits to US consumers, businesses, and institutions. Our team has dissected this new law and have identified several areas in which we...read more
Below is a concise list of recent tax related news around filing deadlines and proposed CARES Act related tax updates for individuals. Please note that individual states are starting to adopt the IRS deadlines, but not all have. Clearstead continues to work towards...read more
CLEARSTEAD IS FULLY OPERATIONAL Employees are Working Remotely We sent employees home this week, except for three or four employees whose work is considered essential under Ohio guidelines. As we mentioned, we have a longstanding Business Continuity Plan that enables...read more
In a down market, Clearstead’s advisors looking for the silver lining. We are proactively working for our clients to capture opportunities to protect and benefit them and their families. A few of these opportunities include tax loss harvesting, portfolio...read more
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