Financial Tips for Down Markets: Harvest Tax Losses

Tax Form

While a stock market downturn like the one we are experiencing now can leave investors anxious, you can help make the most of this challenging situation through a variety of financial planning strategies, such as tax loss harvesting. By “harvesting” the tax losses within a taxable investment account like your brokerage account, you can increase…

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Financial Tips for Down Markets: Invest Excess Cash

money down market

If you’re panicking in the current stock market turmoil and feeling the urge to sell, you’re not alone. But panic selling can hurt your long-term goals and leave you out of the game when the market recovers. Instead, in this time of declining markets, you actually might want to buy. Consider this famous Warren Buffett…

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Clayton Wealth Partners’ Eric Purcell Promoted to Wealth Advisor

Eric Purcell

TOPEKA, Kansas—Clayton Wealth Partners announced today that Eric Purcell has been promoted from Associate Wealth Advisor to Wealth Advisor. “We couldn’t be more excited—and proud—to see Eric become a Wealth Advisor,” said Founding Partner Randy Clayton, CFP®. “Eric is more than ready to take on the responsibilities of Wealth Advisor. He has done an outstanding…

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Managing Partner Clint Patty Selected for Leadership Kansas Class of 2020

Clint Patty

TOPEKA, Kansas—Clayton Wealth Partners is excited to announce that Clint Patty, J.D., has been selected for Leadership Kansas, a statewide leadership-training program. Patty, Managing Partner at our full-time fiduciary wealth advisory firm, will take part in the six-month program. Leadership Kansas is an affiliate of the Kansas Chamber and one of the “most prestigious statewide…

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