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Clarus Wealth Advisors Market Watch April 21, 2025

Submitted by Clarus Wealth on April 21st, 2025

120 companies in the S&P 500 are set to announce earnings this week. Read more in this week's Market Watch.

Tags:
  • how are tariffs impacting the market
  • is a recession coming
  • market volatility
  • Will the Fed cut rates

Clarus Wealth Advisors Market Watch April 14, 2025

Submitted by Clarus Wealth on April 14th, 2025

Clarus Wealth Advisors' Market Watch for this week includes discussion on the tariffs, inflation, and the odds that the Fed will cut rates on May 7th. 

Tags:
  • fed decision may 7
  • how are tariffs impacting the markets
  • tariffs
  • Will the Fed cut rates

Investing vs Staying in Cash

Submitted by Clarus Wealth on April 7th, 2025

This graph from MFS shows a hypothetical example of investing at various points in time compared to staying in cash.

Tags:
  • Investing vs Staying in Cash
  • should i stay in cash
  • timing the market

Vanguard 2025 Updates: Market volatility

Submitted by Clarus Wealth on April 7th, 2025

Vanguard provides data regarding the recessions, market volatility and more, in the attached slide deck.

Tags:
  • bear market vs bull market
  • how often do bear markets occur
  • market volatility
  • what do stocks do during a recession

Clarus Wealth Advisors Market Watch April 7, 2025

Submitted by Clarus Wealth on April 7th, 2025

You can find this week's Market Watch here.

Tags:
  • Economic impact of tariffs
  • Liberation Day
  • What are the markets doing

Tax Season Essentials for Maximizing After-Tax Wealth

Submitted by Clarus Wealth on February 26th, 2025

Russell Investments shares information on the taxation of various types of investments, and the seven principals of their active tax-management approach, here.

Tags:
  • 2025 taxes
  • how are investments taxed
  • how to maximize wealth
  • taxation of invesments

Tax Facts: 2025 Tax Year

Submitted by Clarus Wealth on February 11th, 2025

Finding tax rates and deferral limits for qualified plans in 2025 is at your fingertips; this information and more can be found here, in Jackson's Tax Facts: 2025 Tax Year document.

 

Tags:
  • actual blended tax range
  • capital gains tax
  • estate tax exclusion
  • how much can I contribute to my roth
  • maximum contribution rate
  • maximum deferral rate
  • roth ira phase outs
  • social security tax

Medicare fact sheet 2025

Submitted by Clarus Wealth on February 11th, 2025

The attached Medicare fact sheet includes a brief overview of Medigap plans and Medicare premium calculations for part B+D.

Tags:
  • IRMAA 2025
  • medicare advantage
  • Medicare Part D
  • medicare premiums 2025
  • Medigap

Scam definitions and prevention - client guide

Submitted by Clarus Wealth on February 11th, 2025

In an effort to help our clients protect themselves from various types of scams, we are sharing this Scam definitions and prevention client guide. The nine-page document covers some red flags that are often seen in romance, technology, real estate, investment, and other common types of scams, as well as how to guard yourself from becoming a victim. 

Tags:
  • am I being scammed
  • how do I know if it's a scam
  • how to protect myself from a scam
  • investment scam
  • preventing scams
  • romance scams
  • tech scam

Clarus Wealth Advisors Market Watch February 10, 2025

Submitted by Clarus Wealth on February 10th, 2025

This week's Market Watch can be found here.

Tags:
  • 25% tariff
  • Canadian energy
  • Economic data
  • tariff wars
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OSJ Office: Clarus Wealth Advisors
9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

 

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Securities offered by Registered Representatives though Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Clarus Wealth Advisors, LLC, a Registered Investment Advisor
Clarus Wealth Advisors LLC and Private Client Services are unaffiliated companies. 

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