How to Find Defense & Yield at The Same Time
Date08 Sep 2021//
It’s hard to say if now is the time to play defense in the markets. On one hand, we have trillions of dollars in stimulus still making its rounds, vaccines being distributed at a faster pace across the globe, and... Read More →
Where Are the Opportunities?
Date12 Mar 2020//
As the famous investor Peter Lynch said, stock market declines are as “routine as a January blizzard in Colorado”. The key is being prepared in advance and willing to be opportunistic in the aftermath. Being prepared means positioning your portfolio... Read More →
2019 Year End Tax Planning
Date17 Dec 2019//
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 →
The Great Wealth Transfer – Myth or Reality?
Date13 Jun 2018//
It’s widely estimated that a $30 trillion wealth transfer is poised to occur as baby boomers, history’s richest generation, prepares to bequeath their assets to their heirs. But, how is what’s dubbed as “the great wealth transfer” actually going to... Read More →
Where do home prices go from here? You don’t want to know.
Date09 Feb 2018//
Home prices in the US have blown through previous cycle highs set in 2006. Their rapid ascent to that peak (now almost 10 years ago) saw a 122% rise in the median home price to $185,000, according to the Case-Shiller... Read More →
Market Rally Confounding You? Mystery Solved
Date26 Jan 2018//
The stock market continues to reach new highs and seems impervious to bad news or political rancor. Is the market trading on sheer euphoria? The answer is: Strong fundamentals are driving stock prices higher, both here and around the globe.... Read More →
Will the Markets Stay Calm? Short VIX Investors Hope So.
Date20 Oct 2017//
There are many fundamental reasons stocks have behaved well lately. Earnings are strong and appear to be getting stronger. Economic growth is accelerating and in-sync globally for the first time since the post-financial crisis bounce. And of course, global monetary... Read More →
Earnings Green Light, Valuations Red Light
Date15 Aug 2017//
Corporate earnings signaled a green light for stocks again this quarter, marking the second double-digit growth quarter in a row which last occurred six years ago. Revenue growth has also surprised on the upside which portends good growth to come.... Read More →
Clock is Ticking on Tax Reform
Date23 May 2017//
The most recent GDP print of 0.7% growth underscores the real need for economic reforms. Subpar growth last quarter was primarily a function of slower consumer spending even though business investment picked up materially since the election. Economic growth of... Read More →
The Race is On…. For Low Commissions & Fees
Date22 Mar 2017//
At the inception of Clear Rock Advisors, Schwab’s per trade commission rate for U.S. stocks and ETFs was $8.95. In February, Schwab lowered their rate to $6.95. Effective March 3, Schwab has lowered their trade commission yet again to $4.95,... Read More →