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Clarus Wealth Advisors Market Watch April 28, 2025

Submitted by Clarus Wealth on April 28th, 2025

This is the biggest earnings report week of the season, the market is not pricing in the Fed cutting rates in May, and there are rumors of a trade deal with India. Read more in this week's Market Watch.

Tags:
  • earnings week
  • India trade deal
  • May rate cut
  • Powell's speech in Chicago
  • trade deal with India
  • US trade deals

How $10,000 Grew Over Time

Submitted by Clarus Wealth on April 28th, 2025

Stocks, bonds, or cash, oh my! This MFS document shows what the value of $10,000 invested in 1995 would be - 30 years later - as the world has endured natural disasters, economic turmoil, a pandemic, and more.

Tags:
  • bonds vs stocks
  • have stocks outperformed bonds
  • how have stocks performed compared to stocks
  • stocks vs bonds
  • stocks vs inflation

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
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OSJ Office: Clarus Wealth Advisors
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