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In the News

Man cleaning floor in restaurant
Brittany Slater-Gautreau | Jan 5, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Brittany Slater-Gautreau | Jan 5, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Brittany Slater-Gautreau | Dec 27, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Brittany Slater-Gautreau | Dec 19, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Hand holding a bill with a red "Past Due" stamp on it
Brittany Slater-Gautreau | Dec 19, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Brittany Slater-Gautreau | Nov 27, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A row of houses along a canal
Brittany Slater-Gautreau | Nov 14, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Brittany Slater-Gautreau | Oct 27, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Brittany Slater-Gautreau | Oct 27, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Brittany Slater-Gautreau | Oct 1, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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A couple working in their kitchen together
Brittany Slater-Gautreau | Sep 1, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Focused young woman shopping online on her laptop
Brittany Slater-Gautreau | Aug 1, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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CCP ADV and form CRS

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 is not affiliated with American Trust Investment Services, Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
 

For more information on Clarity Capital Partners LLC, its investment adviser representatives you may search at the SEC Adviser Search page at http://www.adviserinfo.sec.gov.  You may also obtain the firm's current disclosure documents (ADV) from the SEC Adviser Search page.  For more information on American Trust Investment Services, Inc., its registered representatives you may search at brokercheck.com

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