Clarity Point Financial Partners

06/03/2026

In the summer of 2025, with the passing of the Big Beautiful Bill, a new account type was created in order to help parents save for children under 18, the “Trump Account”. While this new account shares some characteristics with accounts that existed before, it also has some unique qualities that could make it useful in giving kids a head start towards saving for retirement or other longer-term goals. We explore in the video below:

03/12/2026

Today we celebrate nine years of serving our clients under the Hightower umbrella. As our clients’ needs continue to evolve over time, our relationships continue to grow deeper as we navigate challenges together. We are deeply grateful for our partners at Hightower and the many friendships that we have made along the way. Looking forward to the road ahead!

11/25/2025

The recent shutdown of the US Government highlighted a glaring reality in our country: far too many Americans face the challenge of food insecurity. In this season of Thanksgiving, we feel called to find ways to be part of the solution. We welcome you to join us!  Should you have extra nonperishable food items that you can spare, please feel free to drop by our office between now and December 12th. We would love nothing more than to fill our conference room with food that can be a blessing to those in need this holiday season! Https://bit.ly/CPhokidayfooddrive25

11/25/2025

The recent shutdown of the US Government highlighted a glaring reality in our country: far too many Americans face the challenge of food insecurity. In this season of Thanksgiving, we feel called to find ways to be part of the solution. We welcome you to join us! Should you have extra nonperishable food items that you can spare, please feel free to drop by our office between now and December 12th. We would love nothing more than to fill our conference room with food that can be a blessing to those in need this holiday season!

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04/04/2025

You may have noticed that U.S. equity markets recently experienced a correction, with more volatility in the past few weeks than we’ve seen since the bear market of 2022. With growing pessimism about financial conditions, and domestic and foreign policy evolving by the day, investors are wondering what, if anything, they should be doing in this chaotic time. We explore in the video below:

03/27/2025

Last week marks eight years since joining the Hightower partnership. Our clients are the best! We value the relationship that we’ve built with each and every one. We are grateful for the support of our friends at Hightower corporate as well as the many partners and colleagues that we’ve met and shared ideas with since joining the firm. We remain focused on our mission and look forward to the challenges that lie ahead!

11/16/2024

As our world tries to digest the results of the recent national election and evaluate their impact, our country begins the process of preparing to transition to a new administration as well as new congressional leadership in Washington. We understand that investors may be feeling a range of emotions and understandably may have some questions about what, if anything, they should be doing to adjust their investment strategy in the weeks and months ahead. We explore in our latest blog post: https://claritypoint.hightoweradvisors.com/blogs/insights/post-election-investment-outlook

11/04/2024

Happy November! With the election countdown in the final stretch, we know that many are watching polls closely for any signs that may help indicate the potential outcome. Please know that financial markets are used to navigating change. While election results certainly matter, we believe that neither party is expected to achieve a strong enough majority to be able to pass their agenda without compromise. Our economy is currently thriving. While all of this is certainly subject to change in the quarters ahead, we currently have a relatively low unemployment rate and inflation has dropped dramatically from highs seen in the wake of the pandemic. Interest rates are declining, liquidity is ample, and the consumer is in good shape. Regardless of who will be taking office in January, we believe that the United States economy is resilient and will be able to navigate the impact of a potential change in leadership. Therefore, we encourage you to maintain a long-term perspective. While we share your concern for the future of our country, after you cast your vote, we suggest that you turn your focus back to your goals. We stand ready to advise as needed and are grateful for the continued opportunity to serve our valued clients and their families.

09/19/2024

The month of August is National “Make a Will month.” It is estimated that less than half of all Americans have a current will or other important estate documents. In this video, Jim Ewing discusses the importance of having estate documents personalized to you that properly reflect your intentions regarding the disposition of your assets, decisions about your end-of-life care, and the care of your loved ones. Should you need any help with this process or need an introduction to a qualified estate attorney in your local area, please don’t hesitate to reach out to our team.

07/05/2024

If you’re fortunate enough to have more than you need to cover your retirement spending and you anticipate leaving an inheritance to your children, it’s a good idea to think ahead in terms of how prepared they are to receive that inheritance and what safeguards you’ve put in place. In our latest video, Mike reviews four strategies that you can use to prepare them for success: