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Market Commentary
Q4 2019

The new decade has started off with a bang. Rising geopolitical tensions began with the Iranian-backed US embassy attack in Baghdad followed by the retaliatory strike on the mastermind behind it. Market reaction thus far has been muted with stocks barely off their all-time highs. Investor complacency may partly be to blame but an improving...
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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 management process.  Here are some tax minimization techniques worthy of consideration for clients to preserve...
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Market Commentary
Q3 2019

A valuable tool in gaining insight into the overall strength of the stock market is the Value Line Geometric Index. This index tracks 1700 US companies, making it a great indicator of market breadth. It includes small, mid, large and mega cap companies. In addition, it is calculated using an equal weighting methodology, meaning that...
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Market Commentary
Q1 2019

The US economy showed slight signs of slowing last quarter after a very strong 2018. Not slowing is new job creation which continues at a sturdy pace, pushing unemployment down to 50-year lows and bringing formerly discouraged, retired, and part-time workers back into full-time employment. Stocks and bonds recovered from their December 2018 sell-off, and...
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Market Commentary
Q4 2018

REVIEW OF 2018 PORTFOIO CHANGES Throughout 2018, we enacted several portfolio changes intended to reduce portfolio risk given our cautious investment outlook then and into 2019. Changes in the Fixed Income portfolio were designed to improve quality and reduce exposure to corporate debt. The result of each portfolio change proved to add value. Credit strategies...
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Market Commentary
Q3 2018

By almost any measure, the US economy is performing as well as it ever has. The jobless rate fell to 3.8%, the lowest level since 1969, supporting real wage growth and strong consumer spending. Corporate earnings are set to rise 25% this year bolstered by a large tax cut, and business and consumer confidence are...
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Market Commentary
Q2 2018

Inflation and Interest Rates Moving Higher Short-term interest rates continued to move higher, pushed upward by the Fed’s continued pressure to normalize rates, while long-term interest rates took a breather during the 2nd quarter. After reaching a 5-year high of 3.11% in mid-May, the 10-year US Treasury ended only slightly higher at 2.86%. The yield...
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