Insights | Financial Advisor in Carlsbad, CA

Published On - May 26, 2023

5 Ways Plan Sponsors Can Improve Retirement Outcomes for Their Participants

By Ed McClure, CFP®, PPC® Employees are saving for retirement at an increasing rate thanks to initiatives implemented by plan sponsors during the past two decades. Defined contribution sponsors can play an important part in helping their participants save more for retirement—and the measures for...

2023-1_Take Control of Your Finances - Tips for Dealing With Inflation and Market Volatility

Published On - April 27, 2023

McClure Wealth

Take Control of Your Finances: Tips for Dealing With Inflation and Market Volatility

By Ed McClure, CFP®, PPC® It’s no surprise that the words inflation, volatility, and recession have been so pervasive lately. Inflation has been slowing down since December 2022, but is still a ways away from the Fed’s target rate of 2%. It’s clear that economists are expecting a recession t...

2022-11_10 What Business Owners Can Do With Their Cash

Published On - November 30, 2022

McClure Wealth

What Business Owners Can Do With Their Cash

By Ed McClure, CFP®, PPC® Running a business is hard. You have to offer a valuable service, ensure your clients are happy, manage employees and vendors, and handle all financial and legal matters that arise. You also have to prepare for the unexpected. Most savvy business owners know that there wi...

What Should I Do with My Money in Today's Market

Published On - October 10, 2022

McClure Wealth

What Should I Do With My Money in Today’s Market?

By Ed McClure, CFP®, PPC® There’s always a degree of uncertainty in the market, but sometimes people get especially nervous. In previous articles, I’ve discussed why it’s a bad idea to react emotionally when the market is down. Today I want to address a different side of the issue. More risk...

Published On - August 8, 2022

McClure Wealth

Business Owners: How to Design Your Company’s 401(k) Plan Features

By Ed McClure, CFP®, PPC® If your company offers a 401(k) plan to its employees, you may not realize how many options you have that can benefit your personal retirement as the owner. I often work with companies that have had 401(k) plans in place for years, never realizing how many levers they cou...

Is a Downturn On the Horizon_ How We Watch Over Your Money

Published On - June 22, 2022

McClure Wealth

Is a Downturn On the Horizon? How We Watch Over Our Clients’ Investments

By Ed McClure, CFP®, PPC® Sometimes what causes the greatest fear is simply not knowing what lies ahead. Billionaire and founder of Patagonia, Yvon Chouinard, said, “Fear of the unknown is the greatest fear of all.” It seems as though things in our world right now could not get any more unkn...

Top 5 Questions Your Plan Administrator Can't Answer

Published On - April 26, 2022

McClure Wealth

Retirement Options for Self-Employed Individuals

By Ed McClure, CFP®, PPC® Retirement is inherently more complex if you are self-employed, simply because business owners have to consider a great number of options and scenarios. For any individual company, there are usually multiple options that will technically work, but only one ideal solution....

Published On - March 19, 2022

McClure Wealth

Could a Defined Benefit Plan (DBP) Work for Your Business?

By Ed McClure, CFP®, PPC® Funding a business owner’s personal retirement plan is one of the most common challenges we work through with small companies. A defined benefit plan (DBP) offers unique ways for some business owners to drastically increase the rate at which they fund their retirement. ...

3 Benefits of Selecting the Right Company Retirement Plan

Published On - March 17, 2022

McClure Wealth

3 Benefits of Selecting the Right Company Retirement Plan

By Ed McClure, CFP®, PPC® Some employers don’t realize the extent to which their companies’ retirement plans play a key role in the overall business—but the way you pay people shapes the company’s culture. People don’t think about their retirement plans every day, but people really beg...

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5 Ways Plan Sponsors Can Improve Retirement Outcomes for Their Participants

Take Control of Your Finances: Tips for Dealing With Inflation and Market Volatility

What Business Owners Can Do With Their Cash

What Should I Do With My Money in Today’s Market?

Business Owners: How to Design Your Company’s 401(k) Plan Features

Is a Downturn On the Horizon? How We Watch Over Our Clients’ Investments

Top 5 Questions Your Plan Administrator Can’t Answer

Retirement Options for Self-Employed Individuals

Could a Defined Benefit Plan (DBP) Work for Your Business?

3 Benefits of Selecting the Right Company Retirement Plan

Contact Us