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The DOL Fiduciary Rule – It’s On!

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on May 24th, 2017
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Tags:
  • Cheri Franklin
  • Clarity Capital Advisors
  • DOL fiduciary rule
  • fiduciary
  • fiduciary advisor
  • Jay Franklin
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2016 - Yet Another Dismal Year for Active Management

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on January 9th, 2017

The title of this CNBC article from 1/7/2017, “2016 Was a Terrible Year for Stock Picking, and 2017 May Not Get Much Better”, pretty much says it all. Of course, this is no surprise to those of us who follow the financial industry, as it seems to happen on a regular basis. So just how terrible was it?

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  • active management
  • Clarity Capital Advisors
  • fee only advisor
  • fiduciary advisor
  • Jay Franklin
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Some Good Financial Resolutions for 2017

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on December 30th, 2016

As we close out the surprise-laden year of 2016 (think Trump, Brexit, and the Cubs), now is a good time to think about how to improve your financial situation for the coming year and beyond. For us at Clarity, the first thing that comes to mind is keeping investing costs under control, which is especially important in this era of low interest rates and high equity valuations.

Tags:
  • behavioral investing
  • Cheri Franklin
  • Clarity Capital Advisors
  • fee only advisor
  • fiduciary advisor
  • financial advisors
  • Jay Franklin
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2016 Review and Outlook for the Next Decade or Two

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on December 19th, 2016

Well, if you were expecting a forecast for 2017, sorry to disappoint, but that is a fool’s errand that we refuse to undertake. The first image that comes to mind when we hear “2016” is a black swan. After all, this was the year of Brexit, Trump, and the Cubs.

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  • Clarity Capital Advisors
  • expected returns
  • fee only advisor
  • fiduciary advisor
  • financial planning
  • Jay Franklin
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Our Thoughts on the 2016 Election

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on November 9th, 2016

Regarding this election, the first thing that comes to mind is “Thank God it’s over!” Without question, this was the worst election in our lifetimes on so many different levels. As with Brexit, the question being universally asked is how did the polls, pundits, prediction models, and even the prediction markets get it so wrong?

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  • Cheri Franklin
  • Clarity Capital Advisors
  • elections
  • fee only advisor
  • fiduciary advisor
  • Jay Franklin
  • prediction markets
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Seven Financial Mistakes to Avoid

Submitted by Clarity Capital Advisors | Fee Only, Fiduciary Advisors on August 9th, 2016

This article is based on a piece by Bob Niedt that was featured in Kiplinger’s of April, 2016.

It’s safe to say that all of us, at some point in our lives, have made a financial blunder that we came to severely regret. For most of us, including myself, there is a plurality of unforced errors. Here are 7 all-too-common mistakes that we hope you will avoid.

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  • Clarity Capital Advisors
  • fiduciary
  • fiduciary advisor
  • financial planning
  • Jay Franklin
  • saving for retirement
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Clarity Capital Advisors, LLC is a Fee Only, Fiduciary, Registered Investment Adviser (RIA) firm. Flat fee advisory services are only offered to clients or prospective clients where Clarity Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clarity Capital Advisors, LLC unless a client service agreement is in place.

 

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Irvine, CA 92618

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