WealthClarity Capital Management

05/27/2026

Protecting your financial life also means protecting your personal information.

We’re sharing the video from our recent Cybersecurity & Shred Event, featuring Whitney Coleman, Senior Cybersecurity Consultant with LPL Financial.

The presentation covers practical steps to help identify scams, strengthen digital security, and reduce exposure to cyber threats.

Let us know something you were surprised to learn or if you have any questions!

Join WealthClarity for a cybersecurity presentation with Whitney Co...

05/21/2026

This weekend, we hosted clients for our Cybersecurity & Shred Event, a morning of secure document shredding, refreshments, and practical cybersecurity education from a senior consultant with LPL Financial.
Thank you to everyone who joined us! We’ll be sharing the video presentation and Q&A soon for those who couldn’t attend.

04/23/2026

If it feels like markets are moving on every headline lately… you’re not imagining it.
The goal isn’t to predict the next headline. It’s to stay disciplined: diversify, focus on long-term outcomes, and avoid emotional pivots.

LPL’s latest market commentary: https://www.lpl.com/research/weekly-market-commentary/the-economy-takes-multiple-shocks-in-stride.html

The takeaway: stay diversified, stay disciplined, and don’t let short-term volatility force long-term decisions.

Discover why the economy remains resilient despite trade, immigration, and geopolitical shocks. LPL Research breaks down the latest market volatility trends.

04/01/2026

Headlines are loud. Long-term investing is quieter — and historically, it’s been rewarded. These charts are a good reminder: despite wars, recessions, and headline shocks, disciplined investors have often been rewarded over time. Geopolitical spikes feel like they should derail markets, yet 12 months later returns have often been positive more often than not — and some of the most iconic companies were founded during periods of high unemployment.

So the real question: Are today’s headlines a reason to change strategy… or a reason to tighten the process and stay disciplined?

03/19/2026

Fed decision + oil headlines = noisy week. Here’s the signal.
The Fed held rates steady again. Cuts are still on the table later this year, but timing is the big unknown as policymakers keep watching inflation and growth.

Meanwhile, higher oil prices add complexity—but the U.S. is less oil-dependent than decades past and is now a net exporter, which can soften the blow. The catch: duration matters. A brief spike is mostly headline risk; a sustained move higher is what can start to change the inflation/growth outlook.

More context in this week’s market commentary:https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-03-16-26.pdf

03/10/2026

Two storylines are colliding:

•Kudlow’s case: the oil spike is largely a war-risk/insurance premium problem, and a new U.S. maritime reinsurance backstop (reported up to ~$20B) could help get tankers moving and cool prices.
•The risk case: reports say Iran has begun laying mines in/near the strait, which could keep that premium elevated and raise volatility even if supply is ample.

Bottom line: if transit normalizes, oil can retrace quickly. If disruptions persist, energy-driven inflation and “risk-off” sentiment stay in play.

https://www.cnn.com/2026/03/10/politics/iran-begins-laying-mines-in-strait-of-hormuz

Iran has begun laying mines in the Strait of Hormuz, the world’s most important energy chokepoint that carries about one-fifth of all crude oil, according to two people familiar with US intelligence reporting on the issue.

03/10/2026

A well-earned retirement celebration for Daryl Christensen 🥂

We’re grateful for the years Daryl spent supporting our clients and team—and for the way he consistently showed up for the community along the way.
As he steps into retirement, we’re excited for what’s ahead: more time with horses, more Cabo San Lucas trips, and plenty of adventures in between.

Congratulations, Daryl! Wishing you and Tammy the very best.

03/04/2026

Renewed Middle East tensions are putting a spotlight on energy prices—and what that can mean for inflation, rates, and short-term market volatility.

Historically, markets often absorb geopolitical shocks. The bigger risk is when disruptions drag on and start spilling into growth and pricing.

So the real question isn’t “should I react?”—it’s: is my portfolio built for headline risk?

👉 Read LPL's Insights: https://www.lpl.com/research/blog/assessing-the-impact-of-developments-in-iran-watch-energy.html

What are you watching most: inflation re-heating or a broader risk-off pullback?

LPL Research discusses the primary market impacts of fluid U.S.-Iran geopolitical developments that began over the weekend.

02/25/2026

Tax planning in your 30s & 40s is a positioning game. Not just a filing task.

These are often your highest-growth years—income rises, investments expand, and decisions compound fast. We break down how tax strategy connects to retirement contributions, investment structure, and major life transitions.

👉 Read our blog: https://www.wealthclarity.com/tax-planning-in-your-30s-and-40s

Maximize your wealth in your 30s and 40s. Learn how proactive tax planning, from retirement contributions to investments, creates long-term financial flexibility.

02/12/2026

Many people will see bigger refunds and new deductions this tax season, while others may be revisiting the dreaded alternative minimum tax. Don’t panic just yet. Here are the changes you should know.