Business Owner Alert: Paycheck Protection Program

(Thursday, April 1, 2020, 4 p.m. EST) - A cornerstone of the U.S. Government response to…

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SECURE Act Is Law: Last Call For 2019 Tax Savings

We've warned about the SECURE Act's effects on retirement income planning in previous articles over…

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Key Tariffs, Rates And Economic Facts To Note In Fearful Times

Tariffs, interest rates, and recession struck fear deep in the heart of investors as 2019…

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High Income Earners & Roth Conversion

Roth IRAs are tax-free, making them popular, but a married couple is ineligible to contribute…

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Time Itemized Deductions To Reduce Taxes

You can't have your cake and eat it, too, but this tax planning strategy lets…

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The Big New Tax Break For Pre-Retired Professionals

Pre-retired dentists, doctors and lawyers as well as other independent professionals may be able save…

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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.

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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.

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Strategies

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
theclarkgroup@clarkgroupam.com

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