Patrick McNamara Claro Advisors

Patrick McNamara Claro Advisors Independent and conflict free financial planning advice. Tax mitigation and protective investing. Over 25 years experience working with individuals.

10/12/2025

Slowing down fuels creativity, resilience, and impact. Stillness may be the boldest—and most effective—act of leadership in today’s speed-obsessed world.

10/11/2025

Baby boomers hold 51.7% of the nation's wealth, more than any other generation.

The Risk of Tax Drag and what to do about it
10/07/2025

The Risk of Tax Drag and what to do about it

When most investors think about risk, they focus on the stock market, interest rates, or inflation. But one of the biggest drags on long-term returns isn’t market-related at all—it’s taxes.

10/07/2025

Many people feel stuck when it comes to making money decisions. Fortunately, there are ways to overcome this feeling—which is known as financial or money paralysis—and regain financial control.

10/05/2025

Mom-and-pop shops are agonizing over how to deal with economic uncertainty. Here's how they're managing.

10/04/2025

The Fed's 25-basis-point rate cut last week sent the S&P 500 to an all-time high. The likely market and economic impacts are reviewed in this analysis.

09/30/2025

With hedge funds and other investors becoming more dominant, this haven might not be quite as safe as it used to be.

09/28/2025

If you are over 60, get out of your comfort zone. Stay relevant and current. Engage with people of different generations. Continue to learn and to grow.

09/27/2025

For now, the chasm between capital spending and revenue has shown little sign of narrowing.

Overlooked Retirement Expenses (And How to Plan for Them)
09/26/2025

Overlooked Retirement Expenses (And How to Plan for Them)

A comfortable retirement doesn’t come with a fixed price tag.Expenses can change over time, and some of the most important ones are easy to overlook.That’s one reason about 45% of retirees could run out of money in retirement.1The good news? That outcome isn’t inevitable. The key is recognizin...

09/23/2025

Prices for Pokémon trading cards are soaring like a Charizard, beating the benchmark S&P 500 and sparking a wave of risky speculation.

Address

100 High Street, Suite 950
Boston, MA
02110

Telephone

+16177692226

Website

https://taxsavingstrategies.com/, https://structurednotes.com/

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