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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 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...
THE RETURN OF INFLATION?
February 24th, 2021 By Aneet Deshpande, CFA, Chief Investment Strategist, Senior Managing Director During an October 6, 1982 meeting with Republican Congressional candidates, President Ronald Reagan said, “Inflation...
ANNUAL FIRM UPDATE – REVIEW OF 2020
Thank you for your support and business in 2020. We would like to share with you our Annual Firm Update, which summarizes our Firm's initiatives and efforts in 2020. We believe we acted quickly and well to the challenges of...
KEY TAKEAWAYS – THE CONSOLIDATED APPROPRIATIONS ACT
Author: Joe Baranek, Senior Planning Associate On Monday, December 27th President Trump signed a second pandemic relief package worth $908 Billion. Below are some of the key takeaways for The Consolidated...
ORGANIZE YOUR FINANCES: INSURANCE COVERAGE (PART V)
Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director If you have followed the steps in our previous posts in this blog series, then you likely have a much clearer picture and good handle...
ORGANIZE YOUR FINANCES: ESTATE PLANNING (PART IV)
Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director Estate planning is a commonly overlooked part of one’s financial plan. While your balance sheet and cash flow are key to ensuring...
ORGANIZE YOUR FINANCES: CASH IS KING (PART III)
Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director Perhaps the most important advice in financial planning is to “spend less than you make.” These simple words of financial planning...
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