Author archives: Mike Clark

December 18 , 2018 | Posted by Mike Clark |

Importance of Life Insurance Reviews

Life Change Reviews

An extremely important component of owning a life insurance policy is periodically reviewing the coverage to make sure it is addressing your current needs.  All too often, people’s lives change while their life insurance coverage remains the same — periodic reviews will ensure that your coverage is meeting your current goals.

Some…

May 16 , 2018 | Posted by Mike Clark |

Welcome Jay Rueger, Tax Partner

We are pleased to announce Jay Rueger as the newest member of the team.  Rueger, who has more than 18 years of public accounting experience, will serve as a Tax Partner working with high net worth families and their family offices, as well as closely held businesses.

“It’s an honor and a privilege to come…

November 3 , 2015 | Posted by Mike Clark |

Jim McGrath Joins Cassady Schiller as Partner

Cassady Schiller is pleased to announce that Jim McGrath has joined the firm as a partner in both Cassady Schiller CPAs & Advisors, and CSA Financial Advisors. Jim joined Cassady Schiller in September 2015 and brings nearly 30 years of experience in the wealth management and public accounting industries. Jim prides himself on using a…

August 6 , 2015 | Posted by Mike Clark |

Volatility and Why It Matters

What is “volatility”? The definition is, “a statistical measure of the dispersion of returns for a given security or market index. Volatility can either be measured by using the standard deviation or variance between returns from that same security or market index. Commonly, the higher the volatility, the riskier the security.”

That was a mouthful.…

July 28 , 2015 | Posted by Mike Clark |

Understanding Greece and the European Debt Situation

For the past several weeks, attention has focused on the debt crisis plaguing Greece and the contentious negotiations with its creditors. The situation in Europe is probably affecting your portfolio to some degree right now. But how can the problems of a country so small and so far away create such turmoil in the world’s…

February 5 , 2015 | Posted by Mike Clark |

Living with Volatility, Again

Outside the Flags
By Jim Parker, VP DFA Australia Limited

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us…

November 24 , 2014 | Posted by Mike Clark |

Small Ball Investing

Recently, the San Francisco Giants beat the Kansas City Royals in the World Series.  These teams reached the Championship, not by hitting home runs, but rather by playing “small ball.”   In other words, these teams were known for stealing bases, moving runners over into scoring position via bunts and hitting to the opposite field, and…