ClearRock considers its success the sum of each of its parts. For that reason, we plan to periodically shed light on our team and introduce you to who makes ClearRock tick. Meet Renee, Senior Investment Advisor and Chartered Retirement Plans Specialist (CRPS). Where are you from originally, and how long have you graced Sun Valley Read More

CRED Sees Continued Strength
in this Business Cycle

Posted On: August 12, 2018
By: ClearRock Research

JULY – CRED gave us a reading of 65.0, up from 57.5 the prior month. The reading increased as continued strength from our business indicators and employment data led the way. The CFNAI, a gauge of overall economic activity, had a strong bounce after a weak June; both hard business data (New Orders, Industrial Production) Read More

Do you know where your cybercriminals are?

Posted On: August 11, 2018
By: Henry Hagenbuch, Director of Biz Dev & Marketing

This month we attended the latest installment of the Charles Schwab 2018 Solutions workshop in San Francisco. One area that seemed to have significant attention was cybercrime prevention. Schwab’s admonition is to “assume it’s fraudulent until it’s proven not.” They discussed several ways in which individuals can avoid becoming a victim of the various ways Read More

Introducing “CRED”, the ClearRock Economic Dashboard™

Posted On: May 15, 2018
By: ClearRock Research

The ClearRock Economic Dashboard™ (“CRED”) is a proprietary financial tool we have built and refined over the past 10 years.  CRED is a monthly barometer designed to measure the strength of the global economy.  We report the monthly CRED so our clients and followers can stay informed in a more meaningful data-driven fashion. We use Read More

Meet the team: Jamie Everitt, Co-founder & President

Posted On: April 30, 2018
By: ClearRock

ClearRock considers its success the sum of all its parts. For that reason, we plan to periodically shed light on our team and introduce you to who makes ClearRock tick. Meet Jamie, Co-founder and President of ClearRock. Where are you from originally and why did you choose Sun Valley to lay down family roots? I Read More

Cybersecurity: We’ve got your back

Posted On: April 20, 2018
By: Jamie Everitt, President & CCO

As cybersecurity seems to be in the media on a daily basis, we thought it would be a good opportunity to share with you some of the safety measures we take here at ClearRock to secure your data and information and most importantly your assets. We would like to highlight a few of the precautions Read More

Global Market Update: Where were you in 1982?

Posted On: April 1, 2018
By: ClearRock

– Since 1982, U.S. government bonds have experienced only a single year of negative returns, that year being 1994.* – On March 9th, 2018 the S&P 500 celebrated the ninth anniversary of the current bull market by closing 312% higher than its level on March 9th of 2009. The average bull market since WWII has Read More

Tamarac: Your new client portal

Posted On: March 31, 2018
By: Jamie Everitt, President & CCO

ClearRock is excited to announce a major technology advancement in customer reporting. Beginning with a Summer roll-out, we will be introducing this new robust client portal provided through Envestnet’s Tamarac Platform. Envestnet have been transforming the independent wealth management platform enabling advisors like us to deliver ongoing real time performance reporting to our clients. In Read More

Top Three Surprises for 2018

Posted On: January 11, 2018
By: The ClearRock Team

  Over the past several years, we have used our year-end Global Market Update as an opportunity to present three key surprises we believe the market does not expect for the upcoming year.  Before getting to our 2018 prognostication, we will grade ourselves for last year in which we predicted that 1) Interest rates would Read More

Reflecting on ClearRock’s
10th Anniversary

Posted On: August 31, 2017
By: The ClearRock Team

  In August, 2007, the financial world began to collapse.  Household Finance, BNP Paribas, and subprime lender New Century were experiencing massive losses and failing.  They were the canaries in the toxic coalmine that would become the Great Recession. One other less earth-shattering event took place that month: We started ClearRock. We were energized by Read More

  • Categories