Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
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As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners. Steve Stanganelli is a local Fee-Only Financial Advisor.
Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
2y ago
You’ve likely been keeping a close eye on the news as the crisis in Ukraine continues to escalate. Above all, our thoughts go out to the Ukrainian military and citizens as they navigate this unfathomable tragedy. Aside from the terrible human toll, the recent invasion of Ukraine by Russia is an important reminder that geopolitical... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
3y ago
The essence of Buddhist philosophy as I understand it is that everything is temporary. Night follows day. Good times follow bad times. And the cycle continues. We see that when it comes to the economy and economic data. A recent Bureau of Economic Analysis report (June 11, 2021) noted first-quarter Growth Domestic Product (GDP) up... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
3y ago
Investing is much like gardening. You’ve got to start with a vision, plant your seeds, and take care of them as they grow. Eventually, you’ll harvest your crops. Simple enough. But there’s always something to complicate such a simple plan. First, you have to know the soil and climate where you’re planting. You have... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
3y ago
Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. There are a few options available to investors and some are better than others. It all depends on the facts presented and the goals of... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
4y ago
We live in uncertain times. While the current health crisis is novel, we have survived other crises and market traumas. I’m reminded of the advice from my parents: This, too, shall pass. That doesn’t make it any easier though. And when trying to manage client portfolios all the logic in the world may not temper... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
4y ago
While it’s hard to watch the day-to-day meltdown in every major global market, we must remember that we’ve been here before. Yes, today’s markets, economies, and social order have been disrupted in an unprecedented way because of a virus pandemic. And we have, by many measures, fallen into bear market territory after erasing many years... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
4y ago
With successive thousand-plus point drops in major indexes hitting us day after day like a champion prizefighter’s punch to the gut, it’s hard to watch and harder not to wonder “when will it stop?” When will we hit bottom? Watch the stock market’s ‘fear index’ Stock market sell-offs often coincide with sharp spikes in the... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
4y ago
Here we are three weeks or so into the meltdown of the US and global stock markets. What’s an investor to do after watching years of gains evaporate and, like a time machine, return to levels where we were three years ago? Perhaps we should take a lesson from “The Gambler” in the Kenny Rogers... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
4y ago
As stocks have a bit of a meltdown today, there have been frenzied calls about what to do and what will happen next. Here are some thoughts on what to do when the sky is falling. Will the markets go up? Will they go down? Short answer: Yes. What should you do? Not panic. What... Read More
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Clear View Wealth Advisors, LLC - Plan Well. Invest Smart. Live Better.
5y ago
What are the benefits of a living trust? Should you consider adding a living trust to your estate plan and why? Let’s explore how a living trust can help you and your family. Read on to see how living trust myths are debunked. What is a Living Trust? A living trust is established as part... Read More
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