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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Six overlooked tax deductions to help manage your tax bill.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.