November 4th, 2019

Reap Tax Benefits From Giving with a Qualified Charitable Distribution

Montgomery County residents overall tend to be generous people, with the average person donating between three percent and five percent of his or her income to charitable causes each year. However, changes to federal tax law in 2017 that can make it less advantageous tax-wise to make charitable contributions were one factor that led to … Continue reading “Reap Tax Benefits From Giving with a Qualified Charitable Distribution”

December 5th, 2018

Investing Means Enduring Some Risk

When financial markets have a bad day, week, or month, discomforting headlines and data can quickly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. This is some truth to this, but if you want to accumulate significant retirement savings or try and … Continue reading “Investing Means Enduring Some Risk”

October 29th, 2018

Market Pullback

Clark shares his thoughts on the recent market pullback, what’s causing the volatility, and how the investment community should respond.    

March 12th, 2018

Target Date Funds

Advice for the Middle Class Millionaire Clark shares his thoughts on target date funds. 

June 29th, 2017

Market Divergence

June 20th, 2017

Asset Allocation

April 10th, 2017

Implied Forward Interest Rate

March 24th, 2017

The Concentrated Stock Market

Clark shares his thoughts on investing in the current concentrated stock market.