Blog

  • How We Use Actively Managed Funds in Our Portfolios

    Part of our core investment philosophy is optimizing the risk/reward relationship within our portfolios. In the context of portfolio design, the risk/reward relationship we are referring to is that fo...

  • 2021 Market Recap

      Clear Creek Financial Management, LLC dba Traverse Planning is a Registered Investment Adviser. This content is solely for informational purposes. Advisory services are only offered to clients ...

  • Equity Compensation 101: The 7 Different Types of Equity Awards

    Estimated Time to Read:  7-10 minutes If you don’t understand all the details of your equity compensation plan, you’re not alone. It’s a complicated topic. However, a thorough understanding can...

  • Should you Opt Out of the Monthly Advance Child Tax Credit Payments?

    With the monthly Advance Child Tax Credit Payments starting to be sent out in mid-July, we’ve received several inquiries from clients as to whether or not they should opt out of these payments (to a...

  • Important Message Regarding Long-Term Care Insurance

    If you have long-term care insurance, you have most likely received a premium rate increase on your policy (potentially multiple ones depending on the insurance company). These are typically accompani...

  • Hand Sanitizer and Masks are Tax-Deductible (and HSA eligible)

    Last week the IRS announced that amounts paid for Personal Protective Equipment (PPE), which includes masks, hand sanitizer, and sanitizing wipes are tax-deductible medical expenses if the primary pur...

  • January 2021 Portfolio Update

    We wanted to take a few minutes to loop you in on the rebalance we did earlier this week and some adjustments we made at the same time.   A lot has happened over the past year. We saw the beginni...

  • October Portfolio Updates

    This year has been one for the history books on many counts.  When we made the changes to our portfolios at the beginning of the year, we mentioned that we hadn’t experienced a bear market (i.e. 20...

  • Sept. 11th Never Forget

    Where I was on 9/11 I had just finished my freshman year at Temple University and, after almost failing out, decided I wasn’t ready for college yet and needed to take some time off. I moved back in ...

Stay Notified

Sign up to get email notifications on new blog posts from us.
Loading