Profile cover photo
Profile photo
Clerestory Advisors
5 followers -
Clerestory Advisors have your best interests at heart. We take our fiduciary responsibility to you seriously and will never accept any referral fees or compensation for the purchase of a financial product. We are fee only advisors/planners and are here to serve your needs without any conflicts of interest. It's the only way we do business. At Clerestory, the relationships we build with our clients are lasting. Taking the time to get to know you and what you want to accomplish in life is important to us. We educate our clients so you fully understand what your financial plan is and how it will be implemented. As Certified Financial Planners, Certified Public Accountants and Chartered Financial Analysts, we have a deep grounding in investment and financial planning strategies and use this knowledge to design the best path to meet your goals. We want the life you dream of to be the life you'll be living.
Clerestory Advisors have your best interests at heart. We take our fiduciary responsibility to you seriously and will never accept any referral fees or compensation for the purchase of a financial product. We are fee only advisors/planners and are here to serve your needs without any conflicts of interest. It's the only way we do business. At Clerestory, the relationships we build with our clients are lasting. Taking the time to get to know you and what you want to accomplish in life is important to us. We educate our clients so you fully understand what your financial plan is and how it will be implemented. As Certified Financial Planners, Certified Public Accountants and Chartered Financial Analysts, we have a deep grounding in investment and financial planning strategies and use this knowledge to design the best path to meet your goals. We want the life you dream of to be the life you'll be living.

5 followers
About
Posts

Post has attachment
Negotiating your salary can be challenging, but it's especially important for young professionals. Your first 10 years in the work force will likely determine your earnings for your entire life, according to a report by the Federal Reserve Bank of New York. Here's how to ask a potential employer for the money you want.... http://ow.ly/Qkfx30dSizY
Add a comment...

Post has attachment
With investment costs, less is more. Many investors are getting the message that paying less for mutual funds (or for any investment, really) will put more money in their pockets in the long run. Last year, investors in the United States paid, on average, the lowest mutual fund fees ever, according to Morningstar. But investment costs are full of unpleasant surprises, and academic studies have found that many people aren’t taking advantage of better-priced alternatives. Read on to find out more about the disparity between high and low fee funds and what you are invested in! http://ow.ly/1Ow930dSg4r
Add a comment...

Post has attachment
What happens when preparation for retirement advice meets reality? Read on to see three examples of how even the best of intentions can be challenging to implement in the real world. http://ow.ly/6TDE30dSeek
Add a comment...

Post has attachment
Concerned about potential health care proposals that involve cutting and capping Medicaid spending? If you are planning to grow into old age, you likely should be! Read on to find out about how proposed changes might affect your decision to purchase long-term care insurance. http://ow.ly/XoNU30dSdG4
Add a comment...

Post has attachment
How many funds do you really need to diversify? When is more just more, not better? Read on to find out: http://ow.ly/PY9D30dbblS
Add a comment...

Post has attachment
While most workers are responsible for their own retirement savings these days, high schools don’t have required classes on 401(k)’s and Individual Retirement Accounts (I.R.A.s). And colleges usually don’t teach anything about Roth I.R.A.s or 403(b)’s. That’s where we come in. Here is what you need to know about saving for life after you stop working and getting on the path toward a comfortable retirement, no matter your career or the size of your paycheck- http://ow.ly/bJnZ30d7JFK
Photo
Add a comment...

Post has attachment
So you’re thinking of buying a home, perhaps your very first one. But you wonder whether you might be better off continuing to rent. And you have no idea how to figure out which choice makes more sense for you. Well, join the club... check out a guide to renting vs. buying with lots of helpful information- http://ow.ly/bUDW30d7IVe
Add a comment...

Post has attachment
You receive portfolio performance reports every three months—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher. But it might surprise you to know that most professionals think there is actually little value to any quarterly performance information, other than to reassure you that you actually do own a diversified portfolio of investments. Read on to find out what your returns really mean and how professionals view a portfolio .... http://ow.ly/1KkI30dzpQ3
Add a comment...

Post has attachment
Planning to change employers soon? Thinking about cashing out your 401k when you do? Think twice! Read on to find out more about the best way to handle this transition. http://ow.ly/fpoW30cOArK
Add a comment...

Post has attachment
Happy July 4th from Clerestory Advisors! We hope you are enjoying a relaxing and safe holiday with friends and family.
Photo
Add a comment...
Wait while more posts are being loaded