Americans Sit On A Mountain Of Cash Amid Pandemic

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Neither Red Nor Blue, Tax Planning Is All About The Green

(November 17, 2020, 10:00 p.m. EDT) Here's a chance for us all to come together.…

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Urgent Year-End Tax Planning Moves

(November 11, 2020, 11:00 p.m. EDT) With the election of Joseph R. Biden Jr. as…

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Why Did Stocks Close At A Record-High After Disappointing Jobs Report?

Stocks closed at a new all-time high today despite a bad surprise on the employment…

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Will M2 Be The Big Investment Story Of 2021?

Financial media coverage of the explosion in the nation’s money supply, M2, is scant. With…

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About Our Firm

The Clark Group Asset Management is a registered investment advisory firm located in the heart of Southern California. As professional fiduciaries, we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms.


Portfolio Risk Analysis

Do you know how much risk you are taking within your portfolio? Let us perform a complimentary stress test to illustrate how your current investments would have fared through various market events over the past 8 years, including the financial crises and recovery.



We specialize in the development of trend following tactical strategies that signal when to be in or out of stocks. Our tactical strategies invest in broad market exchange traded funds (ETFs) to maximize diversification and keep fees low.


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24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901

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