How Retirees Can Preserve Wealth with a Safe Withdrawal Rate

In the investment and financial planning world, safe withdrawal rates have gotten a lot of buzz recently. Dave Ramsey, perhaps the world’s most famous and widespread voice in personal finance, recently touted 8% as a sustainable withdrawal rate for retirees living on their portfolio. This is a shockingly high figure and contrary to most conventional…

Read More

Monthly Market Perspective: November 2023

Strong Consumer Tailwinds Are Fading By James M. Walden, CFA Robust consumer spending, up 4% in the third quarter, was the driver of this summer’s surge in economic growth. But it appears that tailwinds underpinning consumers are blowing much less forcefully, which calls into question the sustainability of the economy’s surprising resilience. A historically tight…

Read More

Episode 2: Amy Burns of the Stormont Vail Foundation

Transcription Clint Patty: Well, hello there. Welcome to Investing in Good, a podcast that shines a spotlight on those making a profound impact within Northeast Kansas. This podcast is proudly presented by Clayton Wealth Partners, your partner in philanthropic financial planning for individual donors and investment management for endowments, foundations, and nonprofit organizations. In each…

Read More

Clayton Wealth Partners Sponsors NOTO’s New Avant Garde Underground Art Studio

TOPEKA, Kansas—November 8, 2023—Clayton Wealth Partners is proud to announce its role as the primary sponsor for the North Topeka Arts District’s new Avant Garde Underground art studio for the next five years. Three CWP team members—Clint Patty, J.D., Managing Partner; Barbara Duncan, CFP®, Partner and Senior Wealth Advisor; and JD Kaad, CIMA®, Director of…

Read More

Buy Now, Pay Later: Pros and Cons of This Payment Method

Buy now, pay later (BNPL) services have gained immense popularity in recent years as a flexible payment method for consumers. With enticing advantages, such as financial flexibility and the possibility of zero or low interest, BNPL is often viewed as a convenient financial tool. However, you’ll want to be aware of the potential pitfalls when…

Read More

Clayton Wealth Partners Introduces ‘Investing in Good’ Podcast

Topeka, KS—November 6, 2023—Clayton Wealth Partners (CWP), a full-time fiduciary Registered Investment Advisor in Topeka and Lawrence, Kansas, today announced the release of its podcast series, “Investing in Good.” The series brings listeners into the world of local nonprofits improving the lives of everyday Kansans. The podcast’s first episode goes live this week and introduces…

Read More

Episode 1: Pam Evans of the Family Service and Guidance Center of Topeka

Transcription Clint Patty: Well, hello there. Welcome to Investing in Good, a podcast that shines a spotlight on those making a profound impact within Northeast Kansas. This podcast is proudly presented by Clayton Wealth Partners, your partner in philanthropic financial planning for individual donors and investment management for endowments, foundations, and nonprofit organizations. In each…

Read More