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About Clark Davis

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So far Clark Davis has created 36 blog entries.
31 03, 2020
  • four rock formation

Shelton 401(k) Pro-Tip #12: Understand How Your 401(k) Helps Provide Better “Health” in the Long Run

2020-04-22T21:56:36-06:00March 31st, 2020|

You probably do not think about your financial wellness in the same way you think about your healthcare. Most people do not, but there are plenty of good reasons why you should. The holistic approach you employ to achieve a higher standard of physical and mental well-being are similar to that you might apply to your financial wellness.

26 03, 2020
  • safe harbor with boats and lighthouse

Safe Harbor 401(k) Plans

2022-05-05T04:23:09-06:00March 26th, 2020|

For certain small business owners, a Safe Harbor 401(k) can represent a uniquely attractive option. By adding a Safe Harbor provision to a 401(k) plan, an employer can avoid top-heavy rules and non-discrimination tests and still offer the company’s highly compensated employees a chance to max out their retirement contributions.

4 03, 2020
  • computer desk asking if you understand risk in your 401k investment

Shelton 401(k) Pro-Tip #8: Understand the Risks in Your 401(k) Investments

2020-04-01T06:55:07-06:00March 4th, 2020|

It is probably fair to say that most folks know that a company-sponsored retirement plan is one of the most powerful weapons they can have in their investment arsenal. Yet we know that many are stressed out about their 401(k) plan. Why? Because while a company might provide a way for you to save for retirement, its job is not to help you manage the investment risk in your account.

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