We are excited to announce our new tool to keep your financial life in one place. Think of it as your one stop shop to your financial today and tomorow. To explain a little better how our eMoney tool will help you keep track of things, give our video below a watch:
In the News
Here at Clarity, we are glad to serve our clients within the Multi Family Office model. However, many people are curious what exactly a MFO is. The article below, care of FamilyOffice.com, helps explain what we do:
Q. What is your best business-development strategy, and why does it work for you?
The entrepreneurial spirit runs through Todd Rustman's blood. Growing up with a father whose business was selling school buses, Todd knew that someday he wanted to be a business owner.
Life is all about perspective. "There is no difference between work and play," says Todd. "I try to live my life to the fullest and with passion, making each moment count."
Todd Rustman, recognized as Worth’s magazine Top 100 Wealth Advisors for 2007¹ joined NEXT Financial Group on the heels of NEXT being acknowledged as a Top 100 Inc., 5000 Company by Industry².
They gather at Ferrari showrooms, wineries and five-star hotels. They learn about investing in Las Vegas, chartering jets or marketing on the Internet.
They call themselves "The Wealthy 100," a combination investment and social club for people who aspire to get rich and stay that way.
Managing millions of dollars of assets for your company in Newport Beach is a long ways from shoveling rock in central Missouri.
But that long, hot summer spent digging and sweating when he was 15 was an important step in preparing Todd Rustman for his role today as wealth manager for GR Capital Asset Management.
Understandably, people are reassessing their investment strategies in light of the recent market volatility. A simple, but enhanced, approach we take when looking at diversification* is to spend a lot of time with our clients, especially those in the distribution/ retirement stage of life, to determine how to match goals with money.
Among the vast number of marketing terms and phrases in the media today, some, such as “invest for the long term” and “don’t try to time the market,” are repeated continuously. So why in 21st century wealth management do so many clients and advisor teams focus on calendar returns as the main indicator of progress?
Given the low interest rate environment, common sense tells us that interest rates can head only two ways: sideways or up. Down cannot be considered, unless we start paying the government to keep our savings!