Now’s a Great Time to Convert Your 401k to a Roth IRA

“Investors work hard to accumulate their money. Why they put it into investments they don’t understand or know enough about is both a mystery and a tragedy.”

– Mark Pearson

Do you have a portfolio of $500,000 or more? If so, it’s time to know what investments you own and why — get The Power of Clarity!

Knowledge is Clarity

Investing for Success

There have been many studies, theorists and practitioners who have believed they have found the answer. The simple truth however, is that the market is such a complex and volatile system that no investor is capable of beating it entirely. However, there are a number of principles that have proven through time to be effective at guiding successful investment decisions.

Inflation Nation or the Roaring 20’s Redux?

As we sit halfway through 2021, the official first year of the 2020s, we try to determine whether the decade of the 2020s usher in the redux of the Foxtrot Dance popularized in the 1920s or the dance known as the Hustle which exemplified the 1970s?

All Gain, No Pain

The inverse of the famous saying “No Pain…No Gain” which was used by many exercise gurus in the 1980s best

Addiction to Prediction®

Investors, like all people, are drawn to predictions; especially those that play to our natural fears of the unknown. Many of these portents and projections are intentionally constructed in a storytelling format designed to alleviate our anxiety over being uncertain.

Comparison is the Thief of All Joy

Constantly reminding ourselves that comparison in those areas will only discourage us from moving forward with our own life’s goals is a must if one desires to reach a state of Clarity.

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Invest with Clarity^®

What do I own? Why do I own it? What’s my investment strategy? Can I evaluate and adjust my portfolio? Can I reach my investment goals?

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