Becoming a 401(k) Millionaire Cheri Franklin, CFP, AIF, CRPC | Clarity Capital Advisors | Apr 29, 2019
The Potential Pitfalls of Early Retirement Jay D. Franklin, CFA, CFP, FSA | Clarity Capital Advisors | Apr 23, 2019
Summary of 1Q/2019: A Nice Recovery and a Yield Curve Inversion Jay D. Franklin, CFA, CFP, FSA | Clarity Capital Advisors | Apr 1, 2019
Is a Cash Balance Plan Right for You? Jay D. Franklin, CFA, CFP, FSA | Clarity Capital Advisors | Mar 17, 2019
Vanguard’s “BETR” Approach to Roth Conversions Jay D. Franklin, CFA, CFP, FSA | Clarity Capital Advisors | Feb 28, 2019 Categories Backdoor Roth Contribution Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Flat Fee Advisors Jay D. Franklin CFA® FSA® Low Cost Advisors Roth Conversion Vanguard
Low Cost, Flat Fee 401k Retirement Plans Cheri Franklin CFP, AIF, CRPC | Clarity Capital Advisors | Feb 20, 2019 Categories Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Flat Fee 401k Jay D. Franklin CFA® FSA® Low Cost 401k
A Tribute to St. Jack Cheri Franklin | Jan 16, 2019 Categories Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Flat Fee Advisors Index Funds Jay D. Franklin CFA® FSA® John Bogle Vanguard Funds
What is Tax Loss Harvesting? Cheri Franklin | Jan 15, 2019 Categories Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Fee Only Advisors Fixed-Fee Advisors Flat Fee Advisors Jay D. Franklin CFA® FSA® Market Volatility Orange County Tax Loss Harvesting
Summary of 4Q/2018: Gridlock Arrives and Volatility Returns Cheri Franklin | Jan 2, 2019 Categories 4Q Market Summary 2018 Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Fee Only Advisors Flat Fee Advisors Jay D. Franklin CFA® CFP® FSA® Orange County
Yet Another Hedge Fund Cautionary Tale Cheri Franklin | Dec 12, 2018 Categories Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Fee Only Advisors Flat Fee Advisors hedge funds Jay D. Franklin CFA® CFP® FSA®
The Bitcoin Bubble Cheri Franklin | Nov 27, 2018 Categories Bitcoin Blockchain Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Cryptocurrencies Jay D. Franklin CFA® CFP® FSA® Orange County
Some Thoughts on the Election Cheri Franklin | Nov 8, 2018 Categories 2018 Election Results Cheri Franklin CFP® AIF® CRPC® Clarity Capital Advisors Clarity Fiduciary Advisors Election Results Fee Only Advisors Fiduciary Advisors Flat Fee Advisors Jay D. Franklin CFA® CFP® FSA® Orange County