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Whether you’re planning for retirement, saving for college for children or progressing toward any one of your life goals, the Clarke Wealth Management Group can assist. We provide personalized strategies to guide you through to achieving your goals.
By working closely with a team of highly skilled professionals we address the most important issues of retirement and estate planning, taxation planning, business succession, credit, lending, education savings, and charitable giving to provide the full wealth management experience.
Trust, confidentiality and integrity are cornerstones of our practice.
The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.
Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.
The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
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