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Brittany Slater-Gautreau | Jul 1, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Brittany Slater-Gautreau | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Professionally dressed man and woman looking at a tablet
Brittany Slater-Gautreau | Jun 1, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Elderly woman doing yoga in a park
Brittany Slater-Gautreau | May 19, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Brittany Slater-Gautreau | May 5, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Brittany Slater-Gautreau | May 5, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two men sitting at a table and having a conversation
Brittany Slater-Gautreau | May 1, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Two people having a picnic by a lake
Brittany Slater-Gautreau | Apr 1, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Brittany Slater-Gautreau | Apr 1, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Brittany Slater-Gautreau | Mar 2, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Brittany Slater-Gautreau | Jan 11, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Brittany Slater-Gautreau | Sep 8, 2021

The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021
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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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