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From timely tax and planning insights that impact your wealth, to expert insights from our research team, Clearstead’s Blog offer relevant news and information that you can use.
TRANSITIONING WEALTH ACROSS GENERATIONS USING A FAMILY TRUST COMPANY
AUTHOR: Cindy L. Steeb, JD, Senior Managing Director, Trust Administration ServicesDownload a PDF copy of this article here. --------------------Estate planning can be a daunting activity for many business owners and...
THE ONLY CONSTANT IS CHANGE: IDEAS AND SOLUTIONS SO YOU ARE PREPARED
As the leader of a prominent not-for-profit organization, you play a crucial role in identifying ways to adapt to myriad challenges, including those that impact your organization's finances and investments. Change is...
CLEARSTEAD EMPOWHER 2023 WOMAN OF THE YEAR: JESSICA MARTIN
Whether it is the “busy season,” or they are proactively working with clients to optimize their taxes, Clearstead’s tax team juggles myriad tasks to ensure deadlines are met and wealth strategies are upheld. Mastering...
CLEARSTEAD ANNUAL FIRM UPDATE: REVIEW OF 2023
January 4, 2024 You can download a PDF copy of this update here. GROWTH In the thirty-five years since its founding, Clearstead has become a leading nationally recognized financial advisory firm serving wealthy...
THE IMPORTANCE OF KNOWING YOUR RETIREMENT NUMBER
September 8, 2023 Author: Matthew Kolenich, CPFA, AIF®, Managing Director, Institutional Consulting Group How much will you need in retirement savings to maintain your same lifestyle during your retirement years? One...
WEATHERING WHAT’S TO COME: OPERATIONAL, FINANCIAL, & INVESTMENT REALIGNMENT FOR CHALLENGES FACING HIGHER EDUCATION
July 11, 2023 With the rising costs of tuition, decreased enrollment, waning retention, and increasing financial pressures, higher education institutions are under immense scrutiny to evolve and adapt to survive. A panel...
GOVERNOR MIKE DEWINE SIGNS OHIO’S FISCAL YEAR 2024-2025 BUDGET BILL INTO LAW
July 7, 2023 Author: Tony Micheli, CPA, Senior Managing Director, Tax View a PDF copy of this update here. On July 4, 2023, Ohio Governor Mike DeWine signed legislation enacting the state operating budget for the...
CLEARSTEAD EMPOWHER 2022 WOMAN OF THE YEAR: KAREN BUCKLEY
Keeping track of everything is key when leading many administrative functions for a department, which Karen Buckley, Institutional Coordinator, has mastered to support the daily activities of Clearstead’s Institutional...
CLEARSTEAD ANNUAL FIRM UPDATE: REVIEW OF 2022
January 11, 2023 CLEARSTEAD'S GROWTH Since its founding in 1989, Clearstead has grown to become a prominent private client and institutional wealth advisory firm. Today, we have over 130 employees, and most of our...
CLEARSTEAD EMPOWHER 2021 WOMAN OF THE YEAR: MONICA FLETCHER
Upholding the firm’s brand, leading strategic initiatives, and meeting the needs of each professional within the firm requires creativity, organization, and attention to detail. For Monica Fletcher, Senior Associate,...
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