Clear Financial Partners

06/04/2026

There’s still time to RSVP for our June workshop.

Join Clear Financial Partners for Mid-Year Planning Update: What Affluent Families Should Be Reconsidering Now on June 17 at 6:00 PM.

Tim Clairmont and Tyler Andrews will lead a timely conversation on key planning considerations for the second half of the year.

Advance RSVP is required by June 8.

To reserve your seat, contact us at [email protected] or (503) 579-1000.

06/01/2026

June is Men’s Health Month, and Clear Financial Partners is proud to help bring awareness to a cause that affects men, families, and communities.

This month is a reminder that health conversations matter. Preventive care, early action, and support from the people around us can make a meaningful difference.

We are honored to support Men’s Health Network in Oregon and their work to expand education, resources, and access to care.

05/29/2026

Equity compensation can be exciting, but RSUs can also raise tough questions when they vest.

In this Just the Answer clip, Tim and Tyler discuss how taxes, concentration risk, and your broader financial picture can factor into the decision.

Watch the clip, then tune in to the full episode of Clear Money Talk.

05/28/2026

Join Clear Financial Partners for our June workshop, Mid-Year Planning Update: What Affluent Families Should Be Reconsidering Now.

Tim Clairmont and Tyler Andrews will lead a timely discussion on key planning considerations for the second half of the year.

Seats are limited, and advance RSVP is required by June 8.

05/28/2026

Fake CAPTCHA prompts are becoming a growing online scam.

Cybercriminals may use familiar “I’m not a robot” checks to get users to click “Allow,” enable notifications, download files, or follow extra steps.

A helpful reminder: legitimate CAPTCHA tests should not ask you to enable notifications, download anything, or enter system commands.

When in doubt, pause, check the source, and close the page.



Source: ConsumerAffairs. This post is intended for general awareness and education.

05/26/2026

Company stock can be a meaningful part of someone’s compensation, but it can also raise planning questions that are easy to put off.

In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, talk through RSUs, including what happens when they vest, how taxes may factor in, and why concentration risk deserves attention.

It is a helpful conversation for anyone navigating equity compensation or trying to think more intentionally about company stock.

Tune in to the full episode on YouTube, Spotify, Apple Podcasts, or wherever you listen.

A new episode of Clear Money Talk is live.

This week, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, discuss a question many employees with equity compensation eventually face:

Should you sell your RSUs when they vest, or hold the stock?

The conversation covers taxes, concentration risk, emotional attachment, and why the decision should be viewed within your broader financial picture.

Tune in now on YouTube, Spotify, Apple Podcasts, or wherever you listen.

05/25/2026

Today, we pause to honor the men and women who gave their lives in service to our country.

We remember their courage, their sacrifice, and the families who carry their legacy forward.

In observance of Memorial Day, our office will be closed today.

From all of us at Clear Financial Partners, we wish you a meaningful Memorial Day.

05/22/2026

RSUs can raise an important question: Should you sell when they vest, or hold the stock?

In this upcoming episode, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, discuss taxes, concentration risk, and why the decision should be made with your broader financial picture in mind.

Watch the trailer, then tune in to the full episode of Clear Money Talk on Monday.

05/19/2026

When markets get uncomfortable, it is natural for investors to wonder whether stepping aside might help. But as this 2025 example illustrates, timing the market can be difficult, and missing even a few of the strongest days may meaningfully change the outcome.

That is why perspective matters.

Long-term investing is not about reacting perfectly to every market move. It is about having a thoughtful strategy, understanding your risk tolerance, and staying connected to the bigger picture.

Patience is not always easy, but it can be an important part of the plan.

05/18/2026

We’re halfway through May and want to bring attention back to Military Appreciation Month and the service members, veterans, and families we're honored to recognize.

Clear Financial Partners is proud to support the Portland chapter of Pledge to Patriots and their work assisting veterans as they transition into civilian life. We invite you to join us in wearing a star pin this month as a simple, visible reminder of appreciation.