Blog

By now, you’ve likely heard about the bank run on the Silicon Valley Bank and the subsequent failure and bailout of that bank.  You may have also heard about the failure of an unrelated bank in New...

If you haven’t heard, the beta version of the public student loan forgiveness application went live.  This application for student loan forgiveness is the largest ever one-time student loan dischar...

It’s always difficult (some say impossible) to accurately explain the entirety of the financial markets at any single point in time.  There are several macro factors affecting the equity, bond, and...

Taxes tend to be synonymous with discomfort.  Whether we are worried about paying too much, too little, or filing the right forms; tax season brings with it a bevy of headaches.  The U.S tax code is...

Have you heard the recent buzz of I-Bonds, but are left wondering what they are and if they’re right for you? We’ve got you covered. The rise in popularity of I-Bonds raises a lot of quest...

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...

  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 ...

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...

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...

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...