Insights & Perspectives

Clear thinking for important financial decisions.
All Posts
Clear Money Talk
Planning Tools
White Paper
hands of doctor holding notepad and pen
Should You Invest Your HSA or Should You Spend It?
Most people think of a Health Savings Account (HSA) as a way to pay for medical expenses. But what if it could also play a bigger role in your long-term financial plan?
building of bank of montreal in montreal
Are Bonds Finally Worth Owning Again?
Bonds haven't exactly lived up to their reputation for stability in recent years. Has that changed? In this episode of Clear Money Talk, Tim and Tyler are joined by Gene Goldman, CFA®, Chief Investment Officer at Cetera Financial Group, to explore how the bond market has evolved and what investors should...
stock market trading chart visualization
Are Index Funds Still Enough?
Index funds have long been popular for their simplicity, low costs, and broad diversification. But today’s investing landscape looks different. Major indexes can be more concentrated than many investors realize, and there are more investment options available than ever before.
photo of a railway station interior
Are Investors Taking Too Much Risk Right Now?
Gene Goldman, CFA®, Chief Investment Officer of Cetera Financial Group, joins Tim and Tyler for a conversation about what investors should be paying attention to in today’s market.
close up photograph of gold bitcoins
Is Bitcoin Really Becoming Mainstream?
Bitcoin has become more visible, more accessible, and more commonly discussed in financial conversations. But does greater acceptance mean it is becoming a mainstream investment, and more importantly, does that make it appropriate for your financial plan?
Load More

Stay Connected

Want to stay informed on the latest financial strategies and market updates? Subscribe now to receive our exclusive insights directly in your inbox.