The SEC Levels Charges in a Massive Fraud Scheme
You can count on one hand the number of U.S.-based Ponzi schemes in excess of $1 billion. Learn about the most recent one here.
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Summary of 4Q/2020: Strong Performance Inspired by Vaccine Rollouts
Stocks turned in a strong performance, but there was a surprise in the top performing sector.
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Changes for 2019 Taxes
Perhaps one of the few good things to emerge from the Coronavirus Crisis is Uncle Sam’s generous extension of the filing deadline for 2019 taxes from April 15th to July 15th. We discuss what's new for 2019 taxes as well as finding the best way to file them.
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Getting the Most Out of Your 401(k) Retirement Calculator
The calculator on your 401(k) website can be helpful in understanding the impact of savings and retirement age on future retirement income.
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The 2020 SECURE Act and Your Retirement
Signed by President Trump on December 20th, the SECURE (Setting Every Community Up for Retirement Enhancement) Act is now the law of the land. Here are what we consider to be the important provisions that will affect retirement savers and retirees.
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Becoming a Better Investor – Part II: Controlling Behavior
"The investor's chief problem--even his worst enemy--is likely to be himself." - Benjamin Graham. What are the behaviors that entrap us into poor investment decisions?
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Becoming a Better Investor – Part I: Acquiring Knowledge
At Clarity Capital Advisors, we believe financial literacy is the key to becoming a better investor. There are some basic concepts that all investors should be familiar with.
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The Current Outlook for Social Security and Medicare
Is Social Security really going bankrupt? What does it mean for you?
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Summary of 3Q/2019: Geopolitical Risk Emerges
Despite some alarming events, the third quarter remained positive for US large companies and investment-grade bonds while turning negative for US small caps, international developed, and emerging markets.
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The Importance of Having a Low-Cost 401k Plan
It is an unfortunate fact that high-cost 401k plans litter the employee benefits landscape. Employees deserve better!
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