The Clark Group Asset Management

05/06/2026

Brandon Clark was back on this morning!

Brandon discusses the job market and Fed rate decisions for the rest of 2026. Earnings beats are providing a “buffer” for the broad market. “We’re not in a frothy environment,” he continues, arguing that the market is reacting appropriately to strong earnings growth and outlooks. He believes sectors across the economy will benefit from AI, such as utilities, health care, financials and real estate.

Do you think this market will continue to roar higher? 📈

03/09/2026

Brandon Clark was back on ‬ this morning discussing the recent market volatility, including the impact of the war, midterm election year dynamics, and the current state of the economy.

In times like these, context is king when interpreting what’s happening in the markets.

Grab your coffee and watch the conversation here ☕️:

👇

“Markets look at geopolitical risks as temporary shocks, says ‬ , urging investors to use history as guide. He explains how the current conflict in Iran compares to other geopolitical conflicts like the Iraq War and how price action will likely be more resilient than expected. Looking ahead to the mid-term elections, Brandon tells traders to “embrace volatility” even with weakness expected for the year.”

Let us know your thoughts in the comment section!

12/16/2025

Artificial intelligence has been the driving force behind one of the strongest market rallies in recent history. But with valuations expanding, enthusiasm soaring, and comparisons to the early 2000s becoming more common, many investors are asking the same question: Are we in an AI bubble—or is this only the beginning?

Join Brandon Clark, CFP®, CPWA® , for an in-depth fireside chat with Anna Nerys of BlackRock, where we will break down the structural forces behind the AI boom, evaluate risks, and explore where investors may still find attractive opportunities as markets approach all-time highs

Register on Zoom using the link in our bio!

10/09/2025

.m.clark was back on ’s to discuss the market outlook!

Grab your coffee and watch this mornings discussion.

“As the U.S. government shutdown continues, Brandon Clark says markets are moving past it already. He discusses the historical trends from previous shutdowns acting as prior roadmaps for market performance. Brandon adds the Fed’s rate cut path is the most significant driver for the economy, especially regarding the labor market. Brandon points to weakness in job-seekers especially recent graduates and cites A.I. adoption as a key culprit which could keep the Fed’s focus. Later, Brandon runs through his barbell approach to investing in the current market.”

02/20/2025

Many DIY (Do-It-Yourself) investors believe they can handle their own portfolios, but as wealth grows, so do financial complexities — especially, as you enter the retirement phase of your life, where the stakes get much higher. Just buying and owning an S&P 500 fund won't cut it anymore in this phase of life.

In this video, Brandon Clark, CFP®, CPWA® explores the risks of managing your own wealth, key financial pitfalls, and how a trusted financial advisor can provide tax-efficient strategies, long-term investment planning, and legacy protection.

Should you manage your own investments or work with a financial advisor? Many DIY (Do it Yourself) investors believe they can handle their portfolios, but a...

02/06/2025

Retirement is more than just reaching a certain age or hitting a financial milestone.

A large part of why we created The Clark Group is to help educate and clarify complex financial topics. It is incredibly gratifying to see a client have that "light bulb" moment when reviewing their retirement plan.

That is why one of our advisors created a YouTube channel to help educate those on financial and retirement planning concepts. Here is a video that introduces his channel:

With this channel, you will learn about:

-Strategies to help reduce taxes long-term
-Estate and legacy planning for your future
-Withdrawal strategies for retirement
-Portfolio management tailored towards specific goals and risk tolerance
-The qualitative side of retirement and wealth that goes beyond the numbers!

In this first video, he explores the key factors that determine when it might be the right time for you to retire. We discuss topics like a Family Mission Statement, the 4% distribution rule, the feeling of having "enough", and much more.

Hit the subscribe button to stay updated on weekly videos!

Retirement is more than just reaching a certain age or hitting a financial milestone. In this video, we explore the key factors that determine when it might ...

01/21/2025

Are you wondering how the market may impact your portfolio moving forward? How has the market historically performed after back-to-back +20% years? Do bonds still make sense in your asset allocation?

At The Clark Group, we believe that knowledge is power when it comes to your investments and preparing for all the obstacles the market throws your way.

Join us for an educational webinar that will help you and your investments navigate the year ahead in the markets and economy.

The webinar will be held on Tuesday, January 28th, at 4:00 PM PST / 7:00 PM EST.

The discussion will last approximately 45 minutes, with a Q&A at the end. Please register on Zoom via the link.

We are looking forward to having you join us!

Link in our bio to register 📈🚀

12/19/2024

We are approaching the end of 2024, and it’s hard to believe the year is almost over! Is it just us, or do the years keep getting faster?

The end of the year is a great time to reflect on what financial goals you’ve accomplished for the year, what needs works, and what needs to be addressed.

For example, the market had a stellar year 🚀
However, just because the market trended higher, doesn’t mean your portfolio is well positioned for your situation. It could be the exact opposite! Making sure your portfolio and financial plan is optimally designed for your goals is going to help mitigate emotions during the eventual decline we will experience 📉

For those entering retirement, or even for those still in the accumulation phase of life, consistently updating your budget is crucial to success because you want an accurate reflection of your expenses. Prices for groceries, dining, gas, entertainment, streaming services, and other variable expenses are constantly increasing. This is a good time to update those numbers, especially given prices are still high (and staying stubborn. Thanks inflation).

Let’s enter 2025 strong, and punch away any bad habits for the New Year! 🤛

11/15/2024

Our monthly webinar series was a hit this year! We are going to resume our monthly webinars in 2025. Thank you for those that attended and asked thoughtful questions. We covered a lot of topics this year:

From Bitcoin/AI, Presidential election market cycles, Social Security, Medicare, Estate Planning and Risk to your Retirement. We had special guests from , Blackrock, and several more.

Which one do you want to see again?

10/18/2024

Are you ready for retirement?”

With the recent stock market run-up, many people are contemplating retirement or even retiring early. However, have you ever addressed any of the “risks” that could impact or derail your retirement?

In The Clark Group’s next webinar, we will highlight 7 crucial risks to your retirement AND how to plan for them. Topics such as: sequence of returns risk, high fees, taxes, and long-term care are just a few to consider.

Claim your spot using the Zoom registration link. Link in our bio!

08/27/2024

We are in a presidential election year and getting closer to the November election. This could be one of the most contentious election races we have seen in our lives thus far. People are concerned about the market and headline news, but should they?

Here are a few of the questions we will address: How have markets historically trended during a presidential election year? How have stocks, bonds, and cash compared during these years? Does it matter who is in office (Republican or Democrat) with stock market performance? How does government action after an election impact markets? We will also discuss the Federal Reserve’s potential rate cut in September.

At The Clark Group Asset Management, we strongly believe that education is power. We want our clients to feel confident in their financial decisions so they can live a comfortable retirement. We are teaming up with Vanguard, one of the largest ETF and Mutual fund companies in the world to discuss these questions and get their perspective on the market.

When: Thursday, September 12th at 3:00 PM Pacific Time
Where: Zoom Webinar (register using the link)