Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Clayton Investment Associates, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Six overlooked tax deductions to help manage your tax bill.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial advisor about changes in your situation.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.