The Stan Clark Financial Team
“Building trust through transparency”
Our team is very keen on providing learning resources to clearly summarize the basics of investing and financial planning, and to openly explain what we do and why. We think it helps us develop a sense of partnership and trust, and helps keep our clients on track to reach their goals.
We don’t expect our clients to become experts in investing and planning – that’s our job, and we know you have other things you’d rather do. But we welcome clients who want to learn, and we want to support this.
We invite you to read our Perspectives newsletter or to explore: Financial and Estate Planning, Asset Allocation, Investing and Behavioral Finance. As always, we welcome your comments and suggestions!
Just like having a travel itinerary, a well-planned approach will provide peace of mind and help you achieve your financial goals. A good financial plan does take a lot of effort, but we make the process easier by breaking it down into bite-sized pieces. A custom financial plan also helps you stick to it.
See all our Perspectives articles on Financial and Estate Planning
The balance between different assets (stocks vs. bonds) dramatically affects the risk and return of your portfolio. So how you divide your money between assets is probably your biggest investment decision.
See all our Perspectives articles on Asset Allocation
The stock market is remarkably consistent – in the long run. Investors who disengage their emotions when they make investment decisions stand a much better chance of building wealth with returns that outperform both inflation and the market. This needs strategies based on objective data and the discipline to follow those strategies.
See all our Perspectives articles on Investing
Behavioral finance explores the relationship between human psychology and financial decisions. Its main lessons are that, contrary to what is taught in most economics classes and business schools, markets are anything but efficient or rational. The consequences of our all-too-human tendencies are significant, especially when dealing with finances and investments.
See all our Perspectives articles on Behavioral Finance
PERSPECTIVES is a newsletter written by the members of the Stan Clark Financial Team. Each issue of Perspectives will present a quick, informative look at the world of finances and investing. We hope you find the stories entertaining, insightful and useful. We will have an occasional "Ask the Team" feature, and welcome your questions about investing or personal finances. We may also spring trivia quizzes on you – complete with prizes! This publication is for you. Let us know what you'd like to see in Perspectives.
Here's your special "Welcome" edition of PERSPECTIVES.
Perspectives - Welcome Edition
See below for our past issues