Clarify Wealth Management

Securities offered through LPL Financial, Member FINRA/SIPC

[Clarify Wealth Management @ClarifyWealth]

Keep up with our blog below! 👇

https://t.co/jrncc4Wk40

[Clarify Wealth Management @ClarifyWealth]

One of the biggest concerns investors have is the impact the election will have on their portfolio. While this worry has accompanied each election year in past, you may be surprised by the statistics.

Check out Tanner's blog to learn more!

https://t.co/vm4R5LboTl

[Clarify Wealth Management @ClarifyWealth]

Financial Literacy Month has almost come to an end. Be sure to check out the latest episode of the Let Me Clarify podcast hosted by Tanner Stepp and Chad Baxter. Full episode in the link below.

https://t.co/PdPGd82uO5

[Clarify Wealth Management @ClarifyWealth]

Losing a spouse is one of the most, if not THE most significant periods of grief in an individual’s life.

https://t.co/AHLU4v6HSo

[Clarify Wealth Management @ClarifyWealth]

Just another reminder that the S&P 500 has averaged 8.7% annually since 1980 while also having an average intra-year drop of 14.3% over the same time frame.

Stay the course.

[Clarify Wealth Management @ClarifyWealth]

The little things in life can really make a difference! If your coffee (or iced latte) makes you happy, then buy the coffee. If you need to save some money...then buy the coffee...and start by looking for some of the bigger ticket items that you don't really need.

[Clarify Wealth Management @ClarifyWealth]

Simple Reminder from our Director of Financial Planning, Chad Baxter:

It's. Okay. To. Buy. The. Coffee. ☕️ (1/n)

[Clarify Wealth Management @ClarifyWealth]

Of course there are extreme situations that could warrant cutting out just about all non-essentials, but for the average person the price of a cup of coffee isn't going to make-or-break their plan.

[Clarify Wealth Management @ClarifyWealth]

And that is something no amount of programming or algorithms can ever completely replace.

[Clarify Wealth Management @ClarifyWealth]

While advances in artificial intelligence, or AI, continue to dominate headlines, as a firm we’ve had numerous discussions about the future role of AI in our field, financial services.

[Clarify Wealth Management @ClarifyWealth]

Simple advice you receive, such as the limits to a 401(k) can be replicated, but the true value of an advisor always has been, and always will continue to be, the trust and accountability of having another person with you and your family’s journey to financial security.

[Clarify Wealth Management @ClarifyWealth]

Growth or Value? Glad you asked.

https://t.co/UbMU4rBeLJ

[Tanner @tannerstepp1]

Solid thread from our Director of Financial Planning, Chad Baxter @ClarifyWealth

Many employees believe they are "maxing out" their 401k/403b, but very few are taking advantage of all the opportunities that these accounts offer.

1/8

[Clarify Wealth Management @ClarifyWealth]

https://t.co/W2gJZ0tx5p

[Clarify Wealth Management @ClarifyWealth]

Social Media influencers have changed the game when it comes to finances and offering "advice". Make sure you're taking the time to fully vest what you see online. Chad and Tanner give their thoughts in the newest Let Me Clarify podcast episode.

https://t.co/K60fpBT105