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“Joseph A. Clark, CFP, is a Certified Financial Planner and has been in the financial services industry for more than 27 years. Joe enjoys taking complex topics and situations and providing common sense understanding that helps families feel confident in their future.”
Firm:

The Financial Enhancement Group, LLC

Job Title:

Managing Partner

Biography:

Joe is the Managing Partner and Lead Advisor of The Financial Enhancement Group, LLC, an asset management and financial planning firm with four locations in Indiana that manages over $200 million for clients in 20 states.

At Financial Enhancement Group, Joe mainly works with clients and help them plan their financial journey, going through their trademarked Family Focus® process. He also creates and distributes the majority of the communications to the families they serve including their weekly radio show, newspaper column, and Market Carver newsletter. It is Joe's job to establish the firm's strategy and direction as well as help the management team run a process-driven firm. He is also actively engaged in the financial planning team and investment team.

Joe graduated from the College of Financial Planning and he formerly served as an Adjunct Assistant Professor at Purdue University. He taught the cap stone course for the Financial Counseling and Planning program for the past 7 years. He is a Charter Master Member of Ed Slott’s Elite IRA Advisor Group and has appeared on various national and local media outlets.

Joe writes a weekly column for The Herald Bulletin and is the host of a weekly radio show called “Consider This” that airs on 98.7 The Song on Saturday’s 9-10am, as well as three other stations throughout Central Indiana. He was the host of Food and Finance, one of the nation's first shows teaching money via a passion for cooking. Joe is on the board for the Indy chapter of the FPA and serves as the chairman of governmental relations.

In his personal life, Joe enjoys golfing, hiking, and cooking. He is also actively involved with local community charities and organizations.

Assets Under Management:

$220 million

Fee Structure:

Asset-Based

CRD Number:

2319989

Disclaimer:

The Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.

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    IRAs, Taxes, Income Tax
Is it advantageous to convert a traditional IRA to a Roth IRA during a 50 percent market downturn?
100% of people found this answer helpful

In general its a brilliant idea! We always want to make our investmetn decsions in concert with our tax situation and well as near by objectives. You pay the tax rate on the amount that was converted - not what it was before the correction. One major change that impacts this decsion came December 22, 2017 wiht the new tax code.  In the old days, you could recharacterize (send the money back to the IRA) even if the market went down. That is no longer an option so if the converted amount falls further you will still pay the taxes on the amount you converted. Knowing this strategy before a market corrects is important.  Well done!

June 2018
    Investing, Stocks
Can I buy and sell the same stock many times in one day?
100% of people found this answer helpful
June 2018
    Stocks, Taxes, Charity
How do I donate stock gains to my IRS approved nonprofit charity, and what tax reduction advantage does that offer?
100% of people found this answer helpful
November 2018
    Real Estate, Taxes
What are the tax implications of a quitclaim deed?
100% of people found this answer helpful
4 weeks ago
    Career / Compensation, Debt, Estate Planning, Pensions, Real Estate
How can I optimize on my post-graduate financial situation?
77% of people found this answer helpful
June 2016