ClearVista Financial LLC

06/12/2026

Could someone steal your money with just a phone call or email?

Cybercriminals are using AI, phishing scams, and identity theft tactics that are more convincing than ever. In our latest episode, Mark Trice shares simple steps to help protect your finances and personal information.

🔗 Listen here: https://youtu.be/98DbCROCNI4

06/03/2026

As June begins, markets are responding to ongoing trade negotiations, mixed economic data, and continued uncertainty around the path of interest rates.

Get caught up on the key events shaping the market and gain perspective on what may lie ahead. Register now to hear timely insights and leave with a clearer understanding of the current investment landscape.

📆 When: June 4, 2026 at 10am
🔗 Register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw #/registration

05/25/2026

On Memorial Day, we remember those who gave their lives in service to our country. Their sacrifice is never forgotten and continues to carry meaning for the freedoms we live with today.

“As for me and my house, we will serve the Lord.” Joshua 24:15

On a day like today, this verse takes on a deeper weight. It is a reminder that service is not abstract. It is lived out in conviction, commitment, and often sacrifice. For those we honor on Memorial Day, that truth was carried to its highest cost.

We remember them today with gratitude, and we do not move past it quickly. Their service is what this day is set aside to honor, that the freedoms we live in are sustained by what they gave.

05/20/2026

Markets ultimately move on fundamentals, not headlines.

Earnings remain the key driver of long-term performance, and recent S&P 500 results reinforce that foundation.

Watch the full breakdown in the May 2026 Market Update to see what this means for investors and what to watch next.

🔗 Click here to watch: https://youtu.be/wgpBZMzxISM

05/13/2026

A demanding medical career can make it hard to step back and organize the bigger financial picture.

In this episode, we cover practical strategies physicians can use to build wealth, manage debt, avoid lifestyle creep, and stay consistent with long-term investing.

▶️ Watch the full episode here: https://youtu.be/0_0zjBvelJQ

05/06/2026

As late spring unfolds and Q2 moves into its next phase, markets continue to adjust to shifting expectations, setting the tone for what’s ahead.

Join us for our May Market Update as we break down what’s changed, what it means, and how to move forward this spring.

📆 When: May 7, 2026 at 10am
🔗 Register here: https://us02web.zoom.us/webinar/register/WN_LZzO4NPzRPuHu0leFeZmYw #/registration

04/29/2026

You’re working hard to grow your business but are hidden money mistakes holding you back? ⚠️
Discover what to avoid before it compounds.

🔗 Click here to watch now: https://youtu.be/UndwMN7WvW4

04/15/2026

Tax Day has a way of exposing decisions that felt small at the time.

A $1,000 IRA withdrawal to enjoy retirement turned into a much larger tax bill than expected, because it quietly pushed income into a higher bracket and triggered additional tax consequences.

Before you take money out of retirement accounts, it’s worth asking a simple question: "What will this do to my taxes?"

One small move can change your tax outcome in a big way.

04/15/2026

Our 200th episode 🎉

If your tax strategy is just “file and move on,” you could be paying more than you need to. Mark Trice breaks down how to think about tax planning year-round so you keep more of what you earn and make smarter financial decisions.

🔗 Click here to watch now: https://youtu.be/-82hE7kI2w4

If your tax strategy is simply “file and move on,” there’s a good chance you’re paying more than you need to. In this episode, we talk through how to approac...

04/05/2026

Easter may mean different things to different people, but at it's heart is this: Jesus suffered and died for our sins, and rose again so that we may live again, too.

Wishing you and yours a blessed and happy Easter as we remember our risen Savior!