THE MONEY SWING

Most Financial Planning sites show how the market is doing that minute. Or talk all about some new product that will make or break you. Some give a market commentary about the direction of the market. Some walk you through opening an online account with them. Others will tell you all about what the price of oil will be next year. Or what taxes will be next year or even 30 years from now.

If you are looking for these “useful” tidbits, then we are definitely not the Advisor for you. Most financial advice espoused today shares “knowledge” of future things that are not knowable, like market returns or the future of tax law. It’s time to learn something more. No one thinks outside of the box. We are in the business of helping clients build bigger boxes.

In a world selling financial golf clubs, we teach the money swing.

Set up a time for our Second Opinion Service. (SOS)

John P. Clark, CFP® is the creator of Essentialist Investing™ & Essentialist Planning ™.

Happy Easter from Clark Associates to your family!

Clark Associates is closed for Easter, we will reopen on Tuesday, April 23rd at 9am.

Did you know you can check up on your current advisor by clicking here?

We have some Exciting News! We moved and are expanding!!! Read about it here.

Read our latest letter on Asset Allocation and its potential effects on performance.

Disclosure

Advisory services offered through Investment Advisors, a division of ProEquities, Inc. a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker/dealer. Member FINRA and SIPC). Clark Associates is independent from ProEquities, Inc.

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