by Joe Clark | Apr 2, 2020 | Life Happens
What have you learned so far in the quarantine? What positive changes have occurred in your life? Personally, I have committed to Yoga for 30 days straight and have completed 5, one hour sessions with my trainer via Zoom as I write this article. Zoom is a technology...
by Joe Clark | Mar 20, 2020 | Investments, Life Happens
Every crisis that America has endured, we have come out better than before. The 1987 crash is being discussed widely during these times. Recently, we have had the two worse days in the market since the 23% drop 32 years ago. My career in finance started just two...
by Joe Clark | Feb 20, 2020 | Blog, Investments, Life Happens
Feelings of regret and frustration are not emotions I am accustomed to having. I make a point to discuss in this column and on my radio program that “things change.” Utilizing some of those changes could make a profound difference in your life. But how do you know...
by Joe Clark | Oct 24, 2019 | Blog, Investments, Life Happens
This year I introduced my family to the Enneagram. The last 52 years of life seems to have come to pass without a moments recognition of this wonderful tool. The Enneagram is believed to be a 2,000 year old tool that explains from a personality perspective who we are...
by Joe Clark | Oct 24, 2019 | Blog, Investments, Legacy Planning, Life Happens
How often have you sat in the doctor’s office with an ailment that you don’t mention? Going to the doctor and not telling the truth is not only counterproductive but can be quite dangerous. The same is true with your financial advisor — many aspects of the financial...
by Joe Clark | Sep 12, 2019 | Blog, Investments, Life Happens, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
