Skip to main content

  • Home
  • About 
    • Our Team
    • Visit Clarus Wealth Advisors
  • Our Services 
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Business Planning
    • Estate Planning
  • Resources 
    • Useful Websites
    • Calculator Library
    • Blog
  • Contact

Planning that is personal

Portfolios that are purposeful

Priorities that are principled

  Previous   Next

    You are here

  1. Home
  2. Blog

Blog

Where You Can Turn in Times of Financial Stress

Submitted by Clarus Wealth on August 26th, 2024

The impacts of financial markets can cause stress, especially to retirees. This brief article offers some guidance for how to help deal with financial stress.

Tags:
  • Financial difficulties
  • Financial stress
  • Global sell off

First Trust Client Resource Kit Election

Submitted by Clarus Wealth on August 26th, 2024

First Trust breaks down how the markets have performed historically during election years, as well as during the tenure of Republican leadership and Democratic leadership at the highest levels of the U.S. government. You can see their charts here or by clicking on the picture below.

Tags:
  • Do the markets do better under democrats
  • Do the markets do better under republicans
  • Party impact on the markets
  • Should I invest if a democrat wins office
  • Should I invest if a republican wins office
  • Which party does the market favor

Medicare Part D Changes for 2025

Submitted by Clarus Wealth on August 21st, 2024

The biggest changes from the Inflation Reduction Act are coming to Medicare plans in 2025. Watch the below video to learn how this may impact your plan, and reach out to your Medicare broker for personalized advice.

 

 

Tags:
  • Medicare changes 2025
  • Medicare Part D
  • Part D 2025
  • Part D changes
  • Read more

Non-qualified benefit plan features at a glance

Submitted by Clarus Wealth on August 14th, 2024

John Hancock Insurance has created this two-page overview of various features of non-qualified benefit plans, including: 162 Bonus Plan, REBA, Salary Deferral, SERP, and Key Person Coverage. 

Tags:
  • 162 bonus plan
  • Key Person Coverage
  • Non-qualified benefit plans
  • Non-qualified benefits
  • REBA
  • Salary Deferral
  • SERP

Tax Implications of Disability Income Insurance

Submitted by Clarus Wealth on August 14th, 2024

MassMutual has put together a brief overview of how the way your business is organized may play a role in the taxation of your disability income insurance.

Tags:
  • Disability Income
  • Disability Insurance
  • Disability Insurance Taxation
  • Tax Implications of Disability Income

Clarus Wealth Advisors Market Watch August 12, 2024

Submitted by Clarus Wealth on August 14th, 2024

The Fed did not change rates at their meeting last week. Click here to view this week's Market Watch to read about what the odds are of a rate cut in September, a summary of the current market environment, and more.

Tags:
  • Fed policy
  • Market drivers
  • Market returns
  • Market Watch

FirstTrust Client Resource Kit: Markets in Perspective

Submitted by Clarus Wealth on August 5th, 2024

FirstTrust examines market volatility in relation to major world events over the past, compares bull markets to bear markets, and more in this eleven-page pdf.

Tags:
  • bear market
  • bull market
  • bull vs bear market
  • markets in perspective
  • stock market

FirstTrust Client Resource Kit: Recessions

Submitted by Clarus Wealth on August 5th, 2024

In this Cient Resource Kit, FirstTrust reviews historical recessions, how long they have lasted, price returns for the five years following them, and more.

Tags:
  • are we in a recession
  • bear market
  • recession
  • when was the last recession

Buy Low, Sell Why? Equities Edition

Submitted by Clarus Wealth on August 5th, 2024

Read this two-page overview from MFS on Bull Markets vs Bear Markets.

Tags:
  • buy low
  • should I sell my stocks

Managing the ups and downs: Equities edition

Submitted by Clarus Wealth on August 5th, 2024

The markets can be volatile. This quick read from MFS looks at managing the ups and downs.

Tags:
  • market decline
  • markets
  • selling stocks
  • « first
  • ‹ previous
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • …
  • next ›
  • last »

Book a Meeting

Tell a Friend

419 Jerry St
Castle Rock, Colorado
80104 United States

  •  Tel: 720.510.1199
  •  info@claruswealthatplumcreek.com

      

OSJ Office: Clarus Wealth Advisors
9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

 

Click here to view the Clarus Form CRS 2020 (PDF)

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. 

© 2026 Clarus Wealth . All rights reserved.

Website Design For Financial Services Professionals