If you are like many people, you have been watching the market roller-coaster as investors react to the latest coronavirus news. You have probably seen your investment portfolio value drop, and you might be wondering if there is a better source for retirement income. You may be wondering if annuities are the right idea for…

Read More
COVID-19 CARES ACT

As a small business owner, non-profit corporation, or charitable organization, there’s a good chance you’ve felt the impact of the coronavirus pandemic. Many businesses, for example, have had to temporarily (or permanently) close, limit their services, and struggle to reach customers, many of whom are sheltering in place. Congress has provided some much-needed relief in…

Read More
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…

Read More
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…

Read More
Womens Fund

TOPEKA, Kansas—Clayton Wealth Partners is proud to announce that Partner and Senior Wealth Advisor Elizabeth Young, CFP®, has been elected to serve as Vice-Chair of The Women’s Fund. Elizabeth’s will serve as Vice-Chair for a two-year term, after which she will serve as Chair-elect for the following term. As Vice-Chair, Elizabeth’s responsibilities include supporting the…

Read More
Leadership Topeka

TOPEKA, Kansas—Clayton Wealth Partners is proud to announce that Barbara Duncan, CFP®, a Partner and Senior Wealth Advisor at Clayton Wealth Partners, was named to the 2020 class of Leadership Greater Topeka. Barbara joins 35 other community members in the leadership training program. The program is offered annually by Greater Topeka Partnership, which identifies outstanding…

Read More
Eric Purcell Portrait

TOPEKA, Kansas—Clayton Wealth Partners is excited to report today that Eric Purcell, an Associate Wealth Partner with the fee-only wealth management firm, is now a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is one of the most respected credentials in the financial services industry. It emphasizes a broad-based education, holistic financial planning, and adherence to…

Read More