ClearView Investment Partners, LLC.

09/01/2026

A retirement lasting 25 or 30 years presents a very different financial challenge than one lasting just a few years. Decisions made before retirement can affect your financial well-being for decades, making thoughtful long-term planning more important than ever.

See how retirement has changed over 75 years.

08/25/2026

The next big business opportunity might be in acquiring established companies, not starting new ones. With many owners retiring, more businesses are changing hands. A new visual newsletter explores this trend and the numbers behind it.

Traditional industries quietly outlast startups

08/21/2026

Your portfolio is more than a performance number.

08/18/2026

Successful businesses often focus on needs, not trends. Pest control, self-storage, plumbing, and HVAC services address everyday issues like moving, repairs, or home maintenance. Their constant relevance makes them essential and creates a compelling business story.

Are business owners ready for the wave?

08/14/2026

This checklist shows you the difference.

08/11/2026

Many families add a child to a property deed to simplify estate planning, but may overlook the tax consequences. Transferring ownership during life can forfeit the step-up in cost basis, potentially leading to higher capital gains taxes later.

Intentions are great. Outcomes matter. Here's what to know.

08/11/2026

Pest control, self-storage, plumbing, and HVAC may not be exciting dinner topics, but they consistently deliver reliable results. Their value lies in their essential nature, frequent use, and the fact that people need these services regardless of the economy.

Hint: it is probably down the street from you

08/04/2026

Many people spend years worrying about estate taxes that may never apply to them. Meanwhile they overlook the far more common risks of accelerated income taxes capital gains exposure and conflicting financial decisions. Estate planning works best when someone steps back and evaluates how every piece fits together as one complete strategy.

Adding a child to the deed? Read this.

08/04/2026

Visibility doesn't always equal performance. Some top-performing businesses fly under the radar, with steady growth and disciplined ex*****on telling a compelling story. I've created a visual breakdown to highlight these overlooked standouts.

Which "boring" business tops the charts?

07/28/2026

A trust can look perfect on paper and still fail in real life. One of the most common mistakes in estate planning is forgetting to retitle assets into the trust after the documents are signed. Without that step the trust may have no authority over important property or accounts. Estate planning is a process not a one time task.

It's a system that needs to connect.