Advantage: US Small Caps
Small cap stocks surged post-election after largely disappointing investors since the financial crisis nine years ago. The historical average small company return premium of about 2% per year above large companies was starting to look like a faded anomaly. Through... Read More →
Growth or Value – Is one better than the other?
Billions of dollars are at stake by investors betting on value stocks outperforming growth stocks and vice versa. Is one better than the other? Value investors cite the success of Warren Buffett and Benjamin Graham, which is hard to argue... Read More →
Market Commentary
Q4 2017
We began 2016 with a market sell-off that was the worst ever start to a new year, but recovered to end the year firmly in the black. The strong year-end rally was the result of a change in investor expectations... Read More →
Word to the Wise: This is not 1980
We have been hearing plenty of comparisons recently between “Reaganomics” and “Trumponomics”. Even their populist slogans, of “Morning in America” and “Make America Great Again” ring a similar tone. Shaking things up in Washington DC was as popular of a... Read More →
What is Normal?
There is a lot of discussion among economists and market strategists about a “return to normal”. This primarily refers to a return to a neutral fiscal policy by the Federal Reserve from a period of unprecedented monetary stimulus resulting in... Read More →
Market Commentary
Q3 2016
Markets did well in the 3rd quarter, primarily due to the Federal Reserve maintaining low interest rates and an economy that continues to show gradual improvement. While this economic expansion is now the fourth longest since WWII, it is also... Read More →
A Different Approach
At Clear Rock, we believe it is important to invest a portion of our clients’ assets in a category we call Diversifying and Opportunistic investments. Global economies and markets are more connected than ever, making it difficult to achieve true... Read More →
The Next 7 Years
One thing we know is the financial crisis of 2008 created incredible opportunities to own assets of all types at incredibly low entry points. That was 7 years ago but seems like yesterday to investors who experienced the gut-wrenching feeling... Read More →
Diversified Portfolios
The biggest market challenge today is extremely low interest rates that have persisted for the better part of a decade. These low rates have pushed bond and stock prices higher over the past few years resulting in lower expected returns... Read More →