Clear Financial Partners

05/28/2026

Join Clear Financial Partners for our June workshop, Mid-Year Planning Update: What Affluent Families Should Be Reconsidering Now.

Tim Clairmont and Tyler Andrews will lead a timely discussion on key planning considerations for the second half of the year.

Seats are limited, and advance RSVP is required by June 8.

05/28/2026

Fake CAPTCHA prompts are becoming a growing online scam.

Cybercriminals may use familiar “I’m not a robot” checks to get users to click “Allow,” enable notifications, download files, or follow extra steps.

A helpful reminder: legitimate CAPTCHA tests should not ask you to enable notifications, download anything, or enter system commands.

When in doubt, pause, check the source, and close the page.



Source: ConsumerAffairs. This post is intended for general awareness and education.

05/26/2026

Company stock can be a meaningful part of someone’s compensation, but it can also raise planning questions that are easy to put off.

In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, talk through RSUs, including what happens when they vest, how taxes may factor in, and why concentration risk deserves attention.

It is a helpful conversation for anyone navigating equity compensation or trying to think more intentionally about company stock.

Tune in to the full episode on YouTube, Spotify, Apple Podcasts, or wherever you listen.

A new episode of Clear Money Talk is live.

This week, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, discuss a question many employees with equity compensation eventually face:

Should you sell your RSUs when they vest, or hold the stock?

The conversation covers taxes, concentration risk, emotional attachment, and why the decision should be viewed within your broader financial picture.

Tune in now on YouTube, Spotify, Apple Podcasts, or wherever you listen.

05/25/2026

Today, we pause to honor the men and women who gave their lives in service to our country.

We remember their courage, their sacrifice, and the families who carry their legacy forward.

In observance of Memorial Day, our office will be closed today.

From all of us at Clear Financial Partners, we wish you a meaningful Memorial Day.

05/22/2026

RSUs can raise an important question: Should you sell when they vest, or hold the stock?

In this upcoming episode, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, discuss taxes, concentration risk, and why the decision should be made with your broader financial picture in mind.

Watch the trailer, then tune in to the full episode of Clear Money Talk on Monday.

05/19/2026

When markets get uncomfortable, it is natural for investors to wonder whether stepping aside might help. But as this 2025 example illustrates, timing the market can be difficult, and missing even a few of the strongest days may meaningfully change the outcome.

That is why perspective matters.

Long-term investing is not about reacting perfectly to every market move. It is about having a thoughtful strategy, understanding your risk tolerance, and staying connected to the bigger picture.

Patience is not always easy, but it can be an important part of the plan.

05/18/2026

We’re halfway through May and want to bring attention back to Military Appreciation Month and the service members, veterans, and families we're honored to recognize.

Clear Financial Partners is proud to support the Portland chapter of Pledge to Patriots and their work assisting veterans as they transition into civilian life. We invite you to join us in wearing a star pin this month as a simple, visible reminder of appreciation.

05/14/2026

Every earnings season tells a different story, but the influence of the Magnificent Seven is hard to ignore.

When a small group of companies makes up a large share of the S&P 500, their reports can have an outsized impact on short-term market movement.

For long-term investors, the key is perspective: stay informed, but stay focused on your strategy.

What market headline are you watching this earnings season?

05/11/2026

New episode now available.

This week on Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, take a closer look at private equity.

What is it? Why is it getting more attention? And what should investors understand before looking beyond traditional public markets?

The conversation covers the potential opportunity, the real tradeoffs, and why fit matters when evaluating any investment strategy.

Tune in now on YouTube, Spotify, Apple Podcasts, or wherever you listen.

A new episode of Clear Money Talk is live.

This week, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, explore a question many investors are hearing more often:

Is private equity worth the hype?

Private equity can sound interesting because it may offer access to companies outside the public markets. But it also comes with tradeoffs, including limited liquidity, less transparency, and different fee structures.

In this episode, Tim and Tyler break down what private equity is, why it has been getting more attention, and what investors may want to understand before considering it as part of a broader financial plan.

Tune in now on YouTube, Spotify, Apple Podcasts, or wherever you listen.

05/10/2026

Today, we’re sending warm thoughts and appreciation for the love, care, and encouragement that make life brighter.

Happy Mother’s Day from all of us at Clear Financial Partners.

05/08/2026

Is private equity worth the hype?

That's the question Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, are unpacking in the next episode of Clear Money Talk.

The trailer is live now. Watch the clip for a preview, then tune in Monday for the full conversation on what private equity is, why it has been getting more attention, and what investors may want to understand before considering it as part of a broader financial plan.