Clear Trail Advisors

Clear Trail Advisors Clear Trail Advisors helps families plan for and walk through the complexities of retirement.

Back in January, we shared ten themes for how we were thinking about markets and investing in 2026. Now halfway through ...
08/24/2026

Back in January, we shared ten themes for how we were thinking about markets and investing in 2026. Now halfway through the year, it is worth taking a look at how those themes are actually unfolding. Some have developed as anticipated, some are still developing, and the first half brought a few surprises worth noting.

These themes are a framework for building diversified portfolios, not predictions about where markets will end up. Matt Price shares the full mid-year progress report at the link below.

🔗 https://cleartrailadvisors.com/blog/six-months-in-how-our-2026-themes-are-holding-up/

Couldn't join us live? The replay from our recent webinar is now available: https://vimeo.com/1216110558?autoplay=1&mute...
08/17/2026

Couldn't join us live? The replay from our recent webinar is now available: https://vimeo.com/1216110558?autoplay=1&muted=1&stream_id=Y2xpcHN8MjQyODYzODA4fGlkOmRlc2N8W10%3D

Featured guest speaker Kevin Simpson, Founder and Chief Executive Officer of Capital Wealth Planning (CWP), sat down with Matt Price to review the income-oriented dividend stock strategy Clear Trail has utilized on behalf of clients for the past decade. The conversation covered the role of dividend stocks in today's investing environment, the use of covered call income as a retirement income consideration, the investment process behind the CWP Enhanced Dividend strategy, CWP's outlook for dividend paying stocks, and how the strategy approaches downside risk management.

08/11/2026

One year ago, Clear Trail Advisors was founded with a clear purpose: to help families plan for and walk through the complexities of retirement. What started as a vision has grown into something we are deeply proud of, and none of it would have been possible without the trust and support of the people around us.

To our clients, our partners, and everyone who has been a part of this first chapter, thank you. The relationships we have built are at the heart of everything we do, and we look forward to continuing to walk alongside you for many years to come.

Last week, 42 families and 126 kids from Matt Price's church spent a week together at Young Life's Trail West family cam...
08/05/2026

Last week, 42 families and 126 kids from Matt Price's church spent a week together at Young Life's Trail West family camp in Buena Vista, Colorado. Frisbee golf, hiking, horseback riding, pool time, meals eaten outside together. No calendars, no screens — just a lot of families slowing down at the same time.

It's a reminder of what we try to do at Clear Trail Advisors. A good financial plan isn't only about the plan — it's about helping families be more present with each other.

The best weeks, like the best retirements, come from the same thing: a little bit of planning that can help families enjoy the moment.

Bonds have had anything but a quiet few years. From zero interest rates during COVID to the fastest hiking cycle in four...
07/20/2026

Bonds have had anything but a quiet few years. From zero interest rates during COVID to the fastest hiking cycle in four decades, and now the possibility of a rate hike back on the table for late 2026, the fixed income market has been anything but predictable.

Matt Price breaks down why high-quality bonds still play a critical role in a retirement portfolio, where credit spreads stand today, and what higher interest rates actually mean for income opportunities going forward.

Read the full post: https://cleartrailadvisors.com/blog/bonds-have-been-anything-but-boring/

There are periods where this strategy leads and periods where it lags. We are not making a prediction about what other i...
07/13/2026

There are periods where this strategy leads and periods where it lags. We are not making a prediction about what other investors will do or when markets will reward or punish any given category. We do not think that is a helpful exercise as families approach and walk through retirement.

The case we are making is this: when a company can raise its dividend consistently year after year, a lot of good things have to be true about that business. Real cash flow. Disciplined management. A competitive position that is holding up. A growing dividend is more of a report card than a sales pitch. We focus on what the companies are doing, not what the market happens to think about them on a given Tuesday.

We also think retirement is fundamentally a cash flow exercise. You stop working, and something has to replace that income. Dividend growth investing fits naturally into that picture in a way that chasing price appreciation alone may not.

The recording from our recent virtual event on long-term cognitive health is now available to watch at your convenience....
07/09/2026

The recording from our recent virtual event on long-term cognitive health is now available to watch at your convenience.

Join Clear Trail Advisors and featured speaker Danielle Mitchell for a science-backed conversation on protecting your cognitive health for the years ahead. From the role of nutrition and supplements to the surprising connections between sleep, stress, and brain aging, this session is packed with actionable insights you can start applying today.

Watch the full recording: https://vimeo.com/1192328138?autoplay=1&muted=1&stream_id=Y2xpcHN8MjQyODYzODA4fGlkOmRlc2N8W10%3D

For those of you who have been to our office, there is a good chance you have seen this painting hanging in our conferen...
07/02/2026

For those of you who have been to our office, there is a good chance you have seen this painting hanging in our conference room. George Washington, kneeling beside his horse. It has been there since we moved into our permanent office space earlier this year.

America turns 250 later this week, and this painting represents a lot of what we have to be thankful for as a country. Washington kneeling in that scene is not a man celebrating a victory. It is a man in a moment of dependence, asking for something he could not provide for himself.

We founded Clear Trail Advisors with faith, family, and freedom at the forefront of our minds. The faith to trust what is out of our hands. The importance of the families we serve and the family we come from. And the tremendous freedom we have in this country because our founding fathers were willing to kneel for something bigger than themselves.

On this special occasion, we are grateful for our country, and also the personal and professional trust that our valued clients have placed in our firm.

From all of us at Clear Trail Advisors, happy 4th of July.

A new type of savings account is coming this summer, and if you have young children or grandchildren, it is worth unders...
06/22/2026

A new type of savings account is coming this summer, and if you have young children or grandchildren, it is worth understanding before the doors open.

Think of the Trump accounts as a head start on retirement savings that begins at birth. The accounts are scheduled to become available on July 4, 2026.

Matt Price's recent blog breaks down everything families need to know, including:

- The $1,000 federal government contribution and how to claim it
- How annual contributions work and who can contribute
- How withdrawals are taxed and what creates tax-free basis
- The Roth conversion opportunity at age 18
- Where Trump Accounts and 529 plans make sense

Read the full blog: https://cleartrailadvisors.com/blog/trump-accounts-what-families-need-to-know/

06/18/2026

We are proud to share that Clear Trail Advisors has been named to the AdvisorHub 2026 Advisors to Watch RIA list, ranking #96 among firms across the country.

This recognition is a humbling reminder of why we show up to the office every day… to help families plan for and walk through the complexities of retirement.

To our clients - thank you for the trust and confidence you have placed in our firm. It is a privilege to walk alongside you through every milestone, transition, and season of life. The relationships we have built together are something we do not take lightly.

For those exploring our firm - we are honored to be considered. Our team specializes in retirement planning and investment management. Everyone has a unique story, and we hope to become an integral part of yours.



The 2026 250 Advisors to Watch RIAs list was published by AdvisorHub on June 16, 2026 using data through December 31, 2025. Rankings are based on criteria established by AdvisorHub. Neither Clear Trail Advisors nor any of its personnel paid a fee to be considered for or to receive this recognition. This award does not reflect investment performance or guarantee future results.

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5847 San Felipe Street , Suite 950
Houston, TX
77057

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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