BLOG
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.
ORGANIZE YOUR FINANCES: SPRING CLEANING FOR YOUR WEALTH
Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director Do I have a complete listing of all my assets and liabilities and their values? Do I regularly log into financial accounts? Do I...
COMPLEX UNCERTAINTY, SIMPLE CLARITY: THE PURSUIT OF INVESTMENT OPPORTUNITIES (PART 4)
Author: Joe Boushelle, CFA, CAIA, Director of Alternative Investments, Senior Managing Director “High-return environments offer opportunities for generous returns through purchases at low prices, and typically these can be...
COMPLEX UNCERTAINTY, SIMPLE CLARITY: STICK WITH INVESTMENT STRATEGY (PART 3)
Author: Aneet Deshpande, CFA, Chief Investment Strategist, Managing Director “The investor’s chief problem—and his worst enemy—is likely to be himself [or herself]. In the end, how your investments behave is much less...
COMPLEX UNCERTAINTY, SIMPLE CLARITY: ATTENDING TO BASIC NEEDS (PART 2)
Author: Michael Shebak, Head of Institutional Consulting, Senior Managing Director The early days of the quarantine were unchartered. The world rushed to stock up on food, household supplies and essential items. We worried...
PAYROLL TAX DEFERRAL – CARES ACT
Author: Tony Micheli, CPA, Senior Managing Director Pursuant to the Coronavirus, Aid, Relief and Economic Security Act (CARES Act), employers and self-employed individuals are able to delay the deposit of...
CLEARSTEAD EMPOWHER 2019 WOMAN OF THE YEAR: MAUREEN LENEGHAN
Like training for marathon running, balancing the direction of the firm’s financial planning department with serving client relationships takes a great deal of discipline, time, and energy. According to Maureen Leneghan,...
COMPLEX UNCERTAINTY, SIMPLE CLARITY: NEEDS, DISCIPLINE, OPPORTUNITIES (PART 1)
Author: Michael Shebak, Head of Institutional Consulting, Senior Managing Director Challenging and uncertain times call for clarity and steadfastness. Investors are coping with declines in markets, possible permanent...
HOW TO CLAIM YOUR RECOVERY REBATE
Author: James Thomas, CPA, Planning Associate Under the Coronavirus Aid, Relief and Economic Security (CARES) Act. P.L.116-136, eligible individuals will receive an economic impact payment of up to $1,200 for individuals or...
CLEARSTEAD “CAREs”
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed Congress on March 27, 2020 and provides $2 trillion in benefits to US consumers, businesses, and institutions. Our team has dissected this new law and...
CLEARSTEAD – TAX UPDATE SUMMARY – MARCH 31, 2020
Below is a concise list of recent tax related news around filing deadlines and proposed CARES Act related tax updates for individuals. Please note that individual states are starting to adopt the IRS deadlines, but not all...
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
SERVICES
INSIGHTS
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
FOLLOW US