November 8, 2019 | In The News
Author: Lisa M. Chavez, CPA, Senior Planning Associate On Wednesday, the IRS issued the inflation adjustments and tax tables for the 2020 tax year (https://www.irs.gov/pub/irs-drop/rp-19-44.pdf). What does this mean for our clients? Standard Deductions are up for all...
September 27, 2019 | In The News
Clearstead hosted its third ClearPoint Roundtable discussion last week at the Shaker Heights Country Club, addressing questions about how various forms of wealth can be transferred to the next generation. The two-day session began with an address by Mr. Mark Casella,...
September 5, 2019 | In The News
Authors: Grant Guyuron, CFA, Senior Managing Director and Anna Rathbun, CFA, CAIA, Director, Research Overview: Investments of an operating non-profit should not be invested in a vacuum. Our operating non-profit clients (colleges and universities, and...
August 21, 2019 | In The News
Author: Greg Lonczak, CFP®, is a Managing Director for Clearstead As we hit the mid-point of August, many families are beginning to think of school for themselves, for their children, or their grandchildren. Some families may be experiencing the excitement and nerves...
August 14, 2019 | In The News
To continue our efforts to provide effective and practical thought leadership to clients and the financial industry as a whole, Clearstead will be hosting a third ClearPoint Roundtable Discussion on September 12th at the Shaker Heights Country Club. We will once again...
July 25, 2019 | In The News
Author: David C. Fulton, Jr., CFA, President and CEO Clearstead will be thirty years old in August 2019. Since 1989, the firm has grown to become a prominent institutional and private client advisory firm. Today we have eighty-three employees, thirty-three of whom...
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