Clark Wealth Management

05/14/2026

Brookstone Capital Management's CIO, Mark DiOrio shares his thoughts on Oil, AI, Interest Rates, and important topics thru Mid-May.

CIO Markets Notebook: May 2026

Just weeks ago, markets were under pressure as investor sentiment weakened and volatility increased. Since then, equities have staged a remarkably swift recovery, marking one of the strongest short-term reversals in recent history. In this month’s market update video, we examine the forces driving the rebound and the economic and market risks investors should continue to monitor closely.

Inside the video:

Why the S&P 500 bounced sharply after hitting undervalued territory

What strong corporate earnings may signal for the rest of 2026

The growing role of AI spending and economic growth

Why oil prices and interest rates still matter to investors

What historical election-year trends could mean for markets ahead

A surprising shift is happening with Social Security and the U.S. economy

The charts tell an interesting story, especially as markets move toward the higher end of their expected range.

This is "CIO Markets Notebook | May 2026" by Brookstone Capital Management on Vimeo, the home for high quality videos and the people who love them.

04/27/2026

Retirement Milestones: The Ages That Trigger Big Financial Decisions

There are a few birthdays that matter a lot more than the candles on the cake 🎂
Certain ages can unlock benefits, or create costly mistakes, if you don’t plan ahead. In this interview, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down the key ages every investor and retiree should know, including:

• 59½ – Penalty-free withdrawals and in-service rollovers
• 62 – When Social Security becomes available… but should you claim?
• 65 – Medicare eligibility (and why missing this can be expensive)
• 70½ – A powerful opportunity for charitable giving with QCDs
• 73 – When Required Minimum Distributions begin

Whether retirement is right around the corner or still on the horizon, understanding these milestones can make a meaningful difference in your long-term plan. To talk to Jonathan to learn what to do, and what to avoid, at every stage, call 440-471-4300 or visit www.ClarkWealthAdvisor.com

04/16/2026

💡 3 Reasons Young Adults Should Consider Life Insurance

Life insurance is often seen as something you set up later in life... after marriage, kids, or buying a home. But waiting could mean missing out on some key benefits. In this interview, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down three important reasons young adults may want to consider life insurance sooner rather than later:

✔️ Lower costs: Policies are often significantly cheaper when you’re younger. In fact, term life insurance can be 50–70% less expensive in your 20s versus your 40s, according to NerdWallet.
✔️ Peace of mind during major life milestones: Starting a family or getting married comes with new responsibilities; life insurance can help provide financial protection.
✔️ Protection when you least expect it: Life insurance isn’t just about long-term legacy planning. It can help cover things like debts, co-signed loans, or final expenses.

If you're balancing priorities like student loans, saving, and building an emergency fund, Jonathan can help you prioritize your savings while still figuring out how life insurance can fit into your financial plan. Please call 440-471-4300 or visit www.ClarkWealthAdvisor.com with any questions.

03/16/2026

Markets & Geopolitics: When Will Stocks Recover?

Global tensions can rattle markets, but history shows the impact is often temporary. In this video, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy take a closer look at decades of data to put current headlines into context. Even though the conflict in Iran has pushed oil prices higher and caused short-term volatility, historically, the market has shown remarkable resilience after geopolitical shocks.

In this interview, we break down:
✔️ Why stocks often drop first when global tensions rise
✔️ What past geopolitical events can teach us about market recoveries
✔️ Why emotional investing can lead to costly mistakes
✔️ The perspective long-term investors should keep during uncertain times

📊 When working with an experienced financial advisor, you should feel confident knowing that volatility has already been built into your portfolio, not only to weather these geopolitical events, but to capitalize on them. If you have any questions, please feel free to call Jonathan at 440-471-4300 or visit www.ClarkWealthAdvisor.com

02/25/2026

✨🏇 We’re gearing up for an exciting Night at the Races and we want to extend a heartfelt THANK YOU to our amazing Gold Sponsors! 🏇✨

02/11/2026

RMD 101: The Rules That Catch Retirees Off Guard

Required minimum distributions aren’t just about taking money out... they come with IRS rules that can affect your taxes, your retirement strategy, and even your charitable giving. In this video, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down the RMD rules that surprise retirees most, including:

✔️ Each retirement account has its own RMD
✔️ Why RMDs can’t go directly into a Roth IRA
✔️ How RMDs can be used for living expenses or reinvested in a taxable account
✔️ Using RMDs to support your favorite charities
✔️ Why RMDs are generally taxable—and how to plan ahead

Understanding these basics can help you avoid penalties, manage taxes more effectively, and make the most of your retirement income. If you'd like to talk about strategic tax planning with Jonathan, please call 440-471-4300 or visit www.ClarkWealthAdvisor.com

02/11/2026

RMD 101: The Rules That Catch Retirees Off Guard

Required minimum distributions aren’t just about taking money out... they come with IRS rules that can affect your taxes, your retirement strategy, and even your charitable giving. In this video, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy break down the RMD rules that surprise retirees most, including:

✔️ Each retirement account has its own RMD
✔️ Why RMDs can’t go directly into a Roth IRA
✔️ How RMDs can be used for living expenses or reinvested in a taxable account
✔️ Using RMDs to support your favorite charities
✔️ Why RMDs are generally taxable—and how to plan ahead

Understanding these basics can help you avoid penalties, manage taxes more effectively, and make the most of your retirement income. If you'd like to talk about strategic tax planning with Jonathan, please call 440-471-4300 or visit www.ClarkWealthAdvisor.com

02/04/2026

Smart thread by ChatGPT. Was fun messing with it a little. Jonathan M. Clark

01/12/2026

HEADLINE: Are You Taking on Too Much Risk? 4 Signs to Watch

Risk isn’t just a number on a chart... it’s how you feel when markets move. If you’ve ever wondered whether your portfolio matches your true risk tolerance, Jonathan M. Clark with Clark Wealth Management and Erin Kennedy lay out four red flags to pay attention to:

🔹 You check your accounts constantly.
How often is too often? If market swings dictate your mood, it may be time to reassess.
🔹 Market drops keep you up at night.
The headlines are loud, and it’s hard to tune out the noise.
🔹 You’ve made panic-driven decisions before.
Emotional investing is one of the biggest threats to long-term returns.
🔹 You feel pressure to “chase” returns.

FOMO can push you into taking risks you’re not comfortable with.
The good news? Jonathan can help align your investments with your true risk tolerance, keeping you disciplined, diversified, and focused on the long-term plan (not the daily swings). If you'd like to find a plan that's in line with your goals and your tolerance, please call 440-471-4300 or visit www.ClarkWealthAdvisor.com

12/26/2025

Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season)

The holidays bring families together... multiple generations under one roof, to share stories and look ahead. And as Jonathan M. Clark with Clark Wealth Management discusses with Erin Kennedy, it’s also an ideal time to start meaningful conversations about family finances and the legacy you want to leave behind.

The truth is, 60% of wealth transfers fail simply because families never talk about them. Opening the door to that conversation now can reduce stress later and help protect the people you care about most.
If your family is ready to take that first step, Jonathan is here to help start that discussion and make the process feel simple, supportive, and clear.... simply call 440-471-4300 or visit www.ClarkWealthAdvisor.com

12/09/2025

Thinking About Borrowing from Your 401(k)? Think Again.

According to the Transamerica Center for Retirement, more than one-third of workers have taken a loan, early withdrawal, or hardship withdrawal from their 401(k). It might feel like “borrowing from yourself,” but as Jonathan M. Clark with Clark Wealth Management and Erin Kennedy discuss, it can come with long-term consequences: missed market growth, double taxation, and a smaller nest egg when you need it most.

In our latest conversation, we’re breaking down the real cost of a 401(k) loan, including:
💸 How even a small loan today can erase tens of thousands in future gains.
📉 Why you’re actually taxed twice on what you repay.
⏳ What happens if you default on the loan.
💡 And the smarter financial moves to consider first.

If you’ve ever thought about tapping your retirement account, this is one interview you shouldn’t miss. And if you'd like to talk through better options if you're facing a financial hardship, please call Jonathan at 440-471-4300 or visit www.ClarkWealthAdvisor.com