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In the News

Rates on the Rise: Strategies for Fixed-Income Investors

Submitted by Clarity Capital Partners on February 23rd, 2016

A long period of low yields has been challenging for many fixed-income investors, but owning bond investments in a rising interest-rate environment could become even trickier. When interest rates go up, the prices of existing bonds typically fall. Consequently, the Federal Reserve's rate-setting decisions could affect the entire fixed-income market.

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Can You Get to a Million Dollars?

Submitted by Clarity Capital Partners on February 18th, 2016

Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 million in your investment portfolio by the time you retire. But will you be able to get there?

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Do you have a 401k or 403(b) Retirement Plan from a previous employer?

Submitted by Clarity Capital Partners on January 22nd, 2016

Do you have an old company 401k or 403(b) plan that you haven’t touched since you’ve left your last job?

Did you know that rolling over your old company retirement account could provide you investment opportunities beyond the traditional “bucket” of mutual funds?

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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
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Estate Planning Strategies in a Low-Interest-Rate Environment

Submitted by Clarity Capital Partners on December 22nd, 2015

The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust. The government also specifies interest rates that a taxpayer may be deemed to use in connection with certain installment sales or intra-family loans.

Tags:
  • Family Legacy
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Periodic Review of Your Estate Plan

Submitted by Clarity Capital Partners on December 7th, 2015

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated. An estate plan should be reviewed periodically.

Tags:
  • Estate Planning
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When a Saver Marries a Spender, Every Penny Counts

Submitted by Clarity Capital Partners on November 16th, 2015

When a Saver Marries a Spender, Every Penny Counts - Clarity Capital Partners

Tags:
  • Marriage
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Think Twice Before Counting on a COLA

Submitted by Clarity Capital Partners on October 26th, 2015

The rising costs of food, gas, electricity, and health care can strain anyone's budget. The situation is even worse if your living expenses increase while your income stays the same, because your purchasing power will steadily decline over time. That's why cost-of-living adjustments, or COLAs, are especially valuable to retirees and others living on fixed incomes.

Tags:
  • Social Security
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Don't Forget About Year-End Investment Planning

Submitted by Clarity Capital Partners on October 19th, 2015

As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional to review your investments. If you take the time to get organized now, it may help you accomplish your long-term goals more efficiently. Here are some steps that might help.

Tags:
  • Year End Planning
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Frequently Asked Questions on Opening a 529 Plan Account

Submitted by Clarity Capital Partners on October 5th, 2015

529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529 plans offer federal and sometimes state tax benefits if certain conditions are met. Here are some common questions on opening an account.

Tags:
  • College Savings
  • Legacy Planning
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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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