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Market Watch October 02, 2023

Submitted by Clarus Wealth on October 3rd, 2023

Read about the 10-year bond rates, what CME's (Chicago Mercantile Exchange) FedWatch Tool projects will happen at the next Fed meeting in November, and more in this week's Market Watch.

Tags:
  • 10-year bond rates
  • CME FedWatch
  • How are the markets
  • Interest Rates
  • S&P 500 return
  • September PPI

Market Watch September 18, 2023

Submitted by Clarus Wealth on September 20th, 2023

Our Portfolio Managers provide an overview of What's Working, What's Not, and What's next in our Current Market Environment. View this week's Market Watch here.

thumb_clarus_market_watch_09.18.23_Page_2.jpg

Tags:
  • Fed Policy Decision
  • Interest Rates
  • What's working in the market

Yes, I'm a CFP® Professional

Submitted by Clarus Wealth on May 15th, 2023

 

 

Tags:
  • Certified Financial Planner
  • CFP

The Murkiest Part of Estate Planning is Talking

Submitted by Clarus Wealth on May 15th, 2023

Many questions arise when planning for estate distribution; here are some to help you start the conversation. 

Tags:
  • charitable giving
  • Estate Planning
  • giving money at death
  • Read more

Mortgage 101: The Basics of Funding Your Home Purchase

Submitted by Clarus Wealth on May 15th, 2023

Learn about the basics of how mortgages work. 

Tags:
  • affording a house
  • buying a house
  • mortgage basics

The Ultimate Downsizing Checklist Before Retiring

Submitted by Clarus Wealth on May 15th, 2023

Retirement is often a time of reflection and re-prioritization, with many retirees wanting to simplify their lives. If downsizing your living space is on your pre-retirement checklist, check out this article.

Tags:
  • Downsizing
  • Retirement

Not Your Father's Retirement

Submitted by Clarus Wealth on May 15th, 2023

 

 
 

 

Tags:
  • how much money do I need to retire
  • planning for retirement

Snowball or Avalanche? Choosing the Best Debt Repayment Strategy

Submitted by Clarus Wealth on May 15th, 2023

Two approaches for paying off debt are the Snowball and Avalanche debt repayment strategies - learn how, and for whom, they each work.

Tags:
  • debt repayment
  • debt snowball

5 Modifications to Make to Your Finances After Buying a Home

Submitted by Clarus Wealth on May 15th, 2023

Buying a home is a significant decision that can impact various aspects of your finances. Here are five steps to consider when incorporating your new home into your overall financial plan.

Tags:
  • budgeting
  • buying a house
  • emergency fund
  • new home

Protecting Those You Love Most

Submitted by Clarus Wealth on May 15th, 2023

 

 

 
 

 

Tags:
  • How to protect my assets
  • life insurance
  • Read more
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OSJ Office: Clarus Wealth Advisors
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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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