Navigating market ups and downs starts with understanding volatility. Here’s what to know 👇 📈 📉 Market volatility is the natural fluctuation in prices caused by economic data, geopolitical events, and monetary policy shifts. 🛡️ Portfolio strategy: Diversification and regular rebalancing aligned with your risk tolerance can help manage risk during uncertainty. 🧠 Emotional discipline: Staying focused on long-term goals helps avoid impulsive decisions during short-term swings. Remember, market changes are normal, and a steady approach supports your financial journey. Head to our site for more info ➡️ https://clarivisepw.com/ #MarketVolatility #InvestmentStrategy #PortfolioManagement #LongTermFocus #FinancialPlanning #WealthManagement
ClariVise Private Wealth
Financial Services
Alpharetta, Georgia 449 followers
Your Wealth. Your Vision. Our Expertise.
About us
Our purpose is simple: to empower our clients with the clarity and confidence they need to achieve their financial goals and live fulfilling lives. We do this by forging strong, collaborative partnerships, listening intently to understand your unique aspirations, and providing objective, expert guidance tailored to your journey. We are committed to helping you navigate financial complexities, make informed decisions, and build a secure future for yourself and generations to come. Think of us as the experienced guide on your financial journey. We provide the clarity needed to navigate complex decisions, tailored strategies to foster long-term growth, and steadfast support to give you confidence in your future. We focus on building lasting partnerships with those equally committed to achieving their financial goals. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). ClariVise Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures
- Website
-
www.clarivisepw.com
External link for ClariVise Private Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Alpharetta, Georgia
- Type
- Privately Held
- Founded
- 2025
Locations
-
Primary
11800 Amber Park Dr.
Suite 240
Alpharetta, Georgia 30009, US
-
11800 Amber Park Dr.
Suite 240
Alpharetta, Georgia 30009, US
Employees at ClariVise Private Wealth
-
Brandon Hayes, CFP®
Co-Founder & Partner at ClariVise Private Wealth Helping Affluent Families Build Clarity Around Wealth, Legacy & Life Decisions
-
Eric Pucciarelli, MBA, CRPC
Balanced Money. Balanced Life. Smart Finances with Smart Ideas. Generation X&Y planner. Financial blogger.
-
Cristina Briboneria, CFP®, ADPA®, AWMA®
Partner & Co-Founder, Private Wealth Advisor
-
Billy Daniels, CRPC®
Senior Private Wealth Advisor at ClariVise Private Wealth
Updates
-
🏛️ The IRS has raised tax brackets and boosted standard deductions for 2026, giving taxpayers slightly more breathing room as inflation adjustments kick in. 📝 Married couples can now deduct up to $32,200 and single filers $16,100, with higher thresholds across income, capital gains, and estate taxes helping many keep more of what they earn. Here’s how these changes could impact your 2026 tax planning and financial strategy ⬇️ #TaxPlanning #IRSUpdate #FinancialAdvisor
-
🏛️ In the last two weeks, markets have navigated the fallout from the government shutdown, with steady inflation and slowing job growth reshaping the outlook. 📊 At the same time, equities and Big Tech extended gains, while housing and auto markets faced new pressures from regulatory and policy shifts. Let’s dive in ⬇️
-
What happens during a government shutdown? Here's a quick overview 👇 🛡️ Essential benefits: Social Security, Medicare, and Medicaid continue without interruption 🍎 Supplemental aid: Programs like SNAP and WIC may face funding reductions if shutdown persists 📊 Economic impact: Short shutdowns typically cause minimal disruption, but longer ones can delay reports and create market volatility Understanding how shutdowns affect services and markets can help maintain focus on long-term financial goals during uncertain times. Head to our site for more info ➡️ https://clarivisepw.com/ #GovernmentShutdown #FinancialAwareness #SocialSecurity #Medicare #EconomicInsights #LongTermPlanning
-
We're #hiring a new Investment Analyst in Atlanta Metropolitan Area. Apply today or share this post with your network.
-
🏦 Fair Isaac Corp. will now sell credit scores directly to mortgage resellers, reducing reliance on traditional credit bureaus and boosting transparency and savings in the mortgage industry. Here’s how this shift could impact lenders, brokers, and homebuyers in the evolving credit scoring landscape ⬇️ #MortgageLending #CreditScores #FinancialServices
-
🏦 The Federal Reserve cut interest rates by 0.25% on September 16th, reflecting concerns about slowing growth and economic uncertainty. While this isn't a full shift to easing, it could influence borrowing costs, bond yields, and overall market sentiment. Here are three key takeaways from the Fed’s decision 👇 🔍 Risk management: The rate cut aims to cushion slowing growth, not launch a new easing cycle. 📆 Future cuts expected: The Fed projects two more rate cuts in 2025, with additional moves in 2026 and 2027. 📊 Mixed market signals: Short-term yields dropped, long-term yields rose, and equities showed volatility Understanding these shifts can help inform how investors think about fixed income, equity valuations, and long-term planning. Head to our site for more info ➡️ https://clarivisepw.com/ #InterestRates #FederalReserve #MarketUpdate #EconomicOutlook #FinancialPlanning
-
🏛️ A government shutdown is possible on October 1st and could impact federal operations, but Social Security, Medicare, and essential services will largely continue uninterrupted. Here’s how a shutdown might affect your finances, student loans, and travel plans ⬇️ #GovernmentShutdown #FinancialPlanning
-
📆 In the last two weeks, shifting economic signals have shaped the outlook, with the Fed cutting interest rates and pointing to further rate cuts, mortgage rates sliding, and consumer sentiment weakening despite solid retail sales. 🏆 At the same time, global markets and tech giants marked major milestones, from record equity highs in Japan to breakthroughs in AI and autonomous vehicles. Let’s dive in! ⬇️
-
Estate planning isn’t just about having a will. It’s about protecting your legacy in thoughtful, tax-efficient ways. From strategic gifting to trust structures and liquidity planning, high-net-worth families have advanced tools available to help preserve wealth across generations. Here are 3 key ideas to consider 👇 🏛️ Use of trusts & foundations 📉 Reducing estate tax exposure 📝 Planning for liquidity needs Collaborating with your advisory team can help ensure your estate plan reflects your long-term goals and values. #EstatePlanning #WealthPreservation #LegacyPlanning #FinancialStrategies #TaxEfficiency Head to our site for more info ➡️ https://clarivisepw.com/