Helping Clients Invest in Their Financial Success
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.
Helpful Content
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
View all articles 
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.