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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Earnings season can move markets. What is it and why is it important?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.