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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 →

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 →

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 →

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 →

Stocks have failed to surpass the highs set last year and have even broken down in some parts of the world.  So, where is the downward pressure coming from? The most obvious recent pressure is political.  The surprise vote from... Read More →

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 →

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 →

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 →