Clarus Wealth at Plum Creek is a wealth management firm located in Castle Rock, CO with a branch location in Peoria, AZ. We are dedicated to providing investment management and strategic wealth planning that is right for you. Our philosophy is simple: we believe that life planning cannot be separated from investment planning. As independent advisors, our interests are aligned with our clients to help them develop a comprehensive plan and take the next step to implement it. We do this through a strong planning process which is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your assets now, and that efficiently provides for the future, considering both tax issues and estate planning goals. Simply put, we strive to be our client’s trusted advisor.
How have various Asset Allocations fared throughout the past (nearly) nine decades...through the Bull Markets, as well as the Bears? The attached article from Franklin Templeton - 89YearsofBullsandBears.pdf - discusses the "whys" behind the market trajectory of each decade, and shows how various asset allocations performed.