ClearTrac Wealth Advisors

08/25/2026

The world feels a little quieter today. Dolly Parton’s passing leaves a space that can’t be filled, only honored.

She gave us her voice, her generosity, her imagination, and her joy. And she gave all of us a model for how to treat people: with kindness first, always.

As a Tennessee business, we’re proud to carry forward even a small piece of the spirit she shared so freely. Rest easy, Dolly. You’ll always be part of the heartbeat of our state and country.

08/17/2026

From family vacations to backyard barbecues and everything in between, we hope you've enjoyed making lasting memories this summer! As routines return and fall approaches, it's also a perfect time to revisit your financial goals and make sure you're positioned for success.

Here's to a strong finish to summer and an even stronger season ahead!

07/31/2026

Soaring AI stocks have prompted comparisons with the late-1990s tech stock boom — and painful bust. If a bubble is forming, the question is where we are on that timeline. Is the year 2000 an appropriate analogy, which would imply a bubble is about to pop, or is it 1998, indicating that AI stocks have room to run?

07/28/2026

With the Fed’s rate decision still ahead, markets and borrowers are watching closely.

Uncertainty is normal, preparation is powerful.

The central bank is widely expected to stand pat on Wednesday, but persistent inflation concerns are reshaping expectations for the rest of 2026.

07/16/2026

Summer has a way of reminding us that the best things in life often come from small, intentional choices — a slower morning, an extra beach day with family, or finally tackling that home project you’ve been putting off.

At ClearTrac, we see the same pattern in financial planning. Big goals are built on small wins:

-Consistent saving habits

-Smart cash‑flow decisions

-Clear, confident planning

So while you’re enjoying the sunshine, take a moment to celebrate the progress you’ve already made this year and the momentum you’re building for the rest of 2026. Summer isn’t just a season. It’s a reminder that steady steps lead to meaningful change.

07/06/2026

Smart summer spending = smoother fall finances.

A seasonal budget and smart planning can help you stay on track.

07/02/2026

As we celebrate America’s 250th birthday, our offices — and the financial markets — will be closed tomorrow, July 3, in observance of the holiday.

We’ll reopen Monday, July 6 for normal business hours.
Wishing everyone a safe and enjoyable Fourth of July weekend!

06/30/2026

We're thrilled to announce the official launch of ClearTrac Wealth Advisors — a firm built to deliver honest guidance, smarter planning, and a clearer path forward for individuals and families.

We couldn’t be more excited to share our new brand, mission, and website with you. If you’ve ever wondered what thoughtful, transparent financial planning should feel like, this is it.

ClearTrac provides concierge-level financial planning and investment management tailored to your unique financial goals and personal values.