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Blog Posts

Clearview Commentary – October 2022

Calmer Waters by Eric Clark, CFP Over the summer, I had the pleasure of taking a rafting trip with my daughter.  For a week, she and I enjoyed navigating – with seasoned guides – the middle fork of the Salmon River in oar boats, paddle boats and inflatables, otherwise known as duckies.  I gladly and enthusiastically held my own in the paddle boats, jumping at every prompt bellowed by our youthful guides.  But, having absolutely no experience with kayaking, I stayed away from the duckies.  These inflatables seemed to go wherever the current pushed, which in a few cases, was much too close to unyielding boulders and water determined to toss you out. At an altitude of 6,300 feet, our journey began at Boundary Creek Campground, deep in the heart of the Frank Church – River of No Return Wilderness Area.  The start was a beehive of activity.  Colorful rafts from a multitude of outfitters, sliding rafts and gear to the river’s edge using a steep wooden ramp.  Guides and rafters, hustling and bustling to load and secure gear, find Read on! →

Saving for Life’s Experiences

While some advisors focus only on saving for “retirement”, we believe there are a lot of life experiences that need planning attention along the way. It is important to listen carefully to our clients and learn the specific goals which are priorities for them.  For some individuals it is planning for extended breaks from employment to fulfill goals for bucket-list experiences; or it might be returning to school full-time for an MBA; and for others it might mean stepping away from corporate life to open their own business. Regardless of your goals, you need an advisor who listens well to the things which are most important to you and helps you plan so you can achieve them. Goal planning involves not just accumulating the savings to pay for it, but also considering all the interrelated aspects of embarking on that goal. This may include maintaining health insurance during lapses in employment, ensuring coverage for international adventures, or making sure that appropriate legal filings and compliance are in place before launching a business. Regardless of the goal, it is critical that Read on! →

As the World Turns

As the World Turns from Eric Clark In the almost 3 months since I penned my commentary on the Russian invasion of Ukraine, world and market events have continued to swirl.  Some changed, others not.  Some familiar, others not so much.  What remains prevalent, in my opinion, is a level of anxiety tied to the uncertainty all around us.  Anxiety that for some, barely registers a concern as they plow through their daily lives and activities.  But for others, a level of anxiety that might lead to an inability to act.  A preference for the status quo, and the sense of control this static state of affairs might provide.  If I’ve learned anything over the years, it’s that if you remain anchored and reluctant to embrace your surroundings, you might find yourself left behind or irrelevant in ways you could regret.  That’s not to say we should follow the herd, but sometimes it can be helpful to be mindful of the situation and reflect on how to effectively navigate.  Being mindful and reflective seem appropriate when viewing the current state Read on! →

The positives of PUSHES

Are you someone who PUSHES through life? If so, the odds are in your favor to age well. Most individuals probably wouldn’t think that pushing through life would be conducive to aging well. In fact, when we think of pushing through life, we tend to think of slogging along, day after day in the obligations of our lives. However, when it is in the context of retirement, the PUSHES are what give our lives meaning and purpose.1 Consider the following: P – Has a sense of Purpose. The idea of having a purpose in retirement is not contingent on a grandiose plan to invent, create or produce something. It is the overarching sense of having a reason to get out of bed in the morning, having the motivation to make the most of your day. This sense of purpose will certainly evolve over time as your desires and abilities change but it gives meaning to your life. U- Uses time to participate in activities, helping others, going to events. The pandemic has certainly taught everyone how important it is to Read on! →