Clear Trail Advisors

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

10/15/2026

Watch and listen to a replay of our recent webinar featuring Matt Price and guest speaker Shirl Penney, Founder and Chief Executive Officer of Dynasty Financial Partners, the firm that provides our middle and back office, operational, and practice management support.

In this fireside chat, Shirl shares his own path from Eastport, Maine to founding Dynasty in 2010, a platform that today supports nearly $150 billion in assets for independent advisory firms across the country. The conversation covers his perspective on the American Dream, why he believes independence is critical in wealth management, where he sees the industry headed, and how Dynasty supports our work on behalf of clients.

🔗 https://vimeo.com/1235845571?share=copy

Some of the most important financial lessons start at home. Teaching children the basics of budgeting, credit, investing...
09/15/2026

Some of the most important financial lessons start at home. Teaching children the basics of budgeting, credit, investing, and financial preparedness early on can give them a foundation for informed financial decisions as they grow.

Swipe through to explore some of the key areas of personal finance worth introducing to your kids.

A client asked us a good question recently. We have not had a multi-year, painful bear market in close to 17 years. Will...
09/08/2026

A client asked us a good question recently. We have not had a multi-year, painful bear market in close to 17 years. Will we get another one? The honest answer is that bear markets have historically been a part of long-term market cycles, and stretches of relative market stability can be the right time to have that conversation.

In his recent post, Matt Price explores what a real bear market looks like, why now is a good time to think about it, and how thoughtful planning before a downturn can be meaningful for clients in and near retirement.

Read the full post: https://cleartrailadvisors.com/blog/when-the-tide-goes-out/

Retirement planning is one of the most important financial journeys you will take, and the assumptions you carry into it...
09/03/2026

Retirement planning is one of the most important financial journeys you will take, and the assumptions you carry into it matter. Some of the most common beliefs about retirement spending, Social Security, healthcare, and saving can contribute to gaps in a plan that are harder to address later on.

Swipe through to explore a few misconceptions we hear often and some important considerations to keep in mind as you plan. If any of these resonate or raise questions about your own plan, we would love to start a conversation. Reach out to our team: https://cleartrailadvisors.com/contact-us/.

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.

Address

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

Telephone

+17138939870

Website

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