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Asset Allocation

How Does Dollar-Cost Averaging Work?

Submitted by Clarity Capital Partners on March 2nd, 2021

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Tags:
  • Asset Allocation
  • Brittany Slater Gautreau
  • Investments
  • Kyle Chapman
  • Olivio Gomez
  • Terry Thomason
  • Todd Rustman
  • Read more

Choosing the Right Life Insurance Policy

Submitted by Clarity Capital Partners on February 3rd, 2021

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How to compare plans based on your specific needs

Tags:
  • Asset Allocation
  • Brittany Slater-Gautreau
  • Estate Planning
  • Family Legacy
  • Kyle Chapman
  • Legacy Planning
  • Life Insurance
  • MFO
  • Olivio Gomez
  • Terry Thomason
  • Todd Rustman
  • Read more

Investing During an Election

Submitted by Clarity Capital Partners on October 29th, 2020

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Elections can move the market, but that doesn’t mean you should change your approach

 

Tags:
  • Asset Allocation
  • Brittany Slater-Gautreau
  • election
  • Financial Planning
  • Investing
  • Kyle Chapman
  • Olivio Gomez
  • Todd Rustman
  • Read more

5 Tips for Navigating the Coronavirus Crash

Submitted by Clarity Capital Partners on April 8th, 2020

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Tags:
  • Asset Allocation
  • Brittany Slater-Gautreau
  • coronavirus
  • COVID-19
  • Kyle Chapman
  • Todd Rustman
  • Read more

Don’t Miss These 6 Year-End Financial Planning Opportunities

Submitted by Clarity Capital Partners on December 11th, 2019

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Tags:
  • Asset Allocation
  • Hussein Elgohary
  • Kyle Chapman
  • Todd Rustman
  • Year End Planning
  • Read more

8 Simple Tips for Organizing Your Finances

Submitted by Clarity Capital Partners on August 13th, 2019

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Tags:
  • Asset Allocation
  • Bellevue
  • Budgets
  • Financial Management
  • Hussein Elgohary
  • Newport Beach
  • Todd Rustman
  • Read more

3 Reasons Why Robots Won’t Replace Financial Advisors

Submitted by Clarity Capital Partners on May 13th, 2019

3 Reasons Why Robots Wont Replace Financial Advisors.png

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?

Tags:
  • Advanced Planning
  • Asset Allocation
  • Bellevue
  • Brittany Slater-Gautreau
  • Hussein Elgohary
  • MFO
  • Money
  • Newport Beach
  • Relationship Management
  • Todd Rustman
  • Read more

Assessing Portfolio Performance: Choose Your Benchmarks Wisely

Submitted by Clarity Capital Partners on January 8th, 2016

You can't help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500 index. The performance of both major indexes is widely reported and analyzed in detail by financial news outlets around the nation.

Tags:
  • Asset Allocation
  • Read more

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Investment advisory services offered through Clarity Capital Partners LLC, a registered investment advisor. Securities offered through American Trust Investment Services Inc., member of FINRA/SIPC.  Clarity Capital Partners LLC are not affiliated with American Trust Investment Services, Inc.

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