Financial Services Veterans Join Clear Rock Team
Clear Rock Advisors is pleased to announce the addition of two financial services veterans to its team to head up its new office in Kerrville, Texas. Royce G. Itschner, CPA, CFP® will serve as the Managing Director of the new... Read More →
INVESTOR BRIEF
2019 Year End Tax Planning
As year-end approaches, it makes sense to go through a checklist of potential actions that could help lower tax burdens. We work with our clients’ tax advisors to implement saving strategies and incorporate tax efficiency within the Clear Rock investment... Read More →
MARKET BRIEF
Bond Returns: Where do we go from here?
This year’s bond market rally has been one for the record books. A reversal in Fed policy and market fears of a slowing economy produced sharp declines in interest rates. High quality bonds as measured by the US Bond Aggregate... Read More →