Blog

Comfortably Numb:
Why the U.S. Economy Shrugs Off Politics

Posted On: September 7, 2017
By: Greg Ip

Despite threats ranging from North Korea to a government shutdown, the economy has accelerated and markets look buoyant. But complacency about political risk is itself one of the biggest risks the U.S. faces Just how much political risk can the U.S. economy tolerate? Quite a bit, it seems. The federal government could shut down in 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

The 19 Questions to Ask
Your Financial Adviser

Posted On: August 28, 2017
By: Jason Zweig

Getting all stockbrokers, financial planners and insurance agents to act in the best interests of their clients is a struggle that financial firms and their regulators still haven’t resolved. That should be their job — but for now, it’s yours. The obligation of those who give investment advice to serve clients, not themselves, is called Read More

Q1 2017 Global Market Update

Posted On: April 10, 2017
By: The ClearRock Team

Do Trees Grow to the Sky? “Don’t try to buy at the bottom and sell at the top. It can’t be done except by liars.” -Bernard Baruch The most common question we’ve been asked recently has been “is it too late to be putting money into the market?”  After all, this bull market is in its Read More

The 3 Rs of Fiduciary Practices

Posted On: March 2, 2017
By: Russ Hill

The ever-changing status of the Department of Labor’s fiduciary rule continues to garner mountains of press coverage—and with the President’s executive order to review and potentially quash the rule, there is more uncertainty than ever about how a repeal would affect the industry. Prior to the new administration, one complaint from critics of the rule Read More

Nervous About Trump’s Impact
on the US Economy?

Posted On: January 19, 2017
By: Neil Irwin

In each of our past three quarterly market updates, we have highlighted our belief that “presidents have little power to move the economy” (Q2 2016) and that “that macroeconomic forces have a greater impact on the tone of markets than the president” (Q3 2016). Today, the New York Times echoes this sentiment in a timely Read More

Top 3 Surprises for 2017

Posted On: January 12, 2017
By: The ClearRock Team

“We often decide that an outcome is extremely unlikely or impossible, because we are unable to imagine any chain of events that could cause it to occur. The defect, often, is in our imagination.”               – Amos Tversky & Daniel Kahneman We found some scientific solace in an otherwise wildly Read More

Q3 2016 Global Market Update

Posted On: October 11, 2016
By: The ClearRock Team

What Encourages Us  – Market seasonality – Improving economic data – Election year predictability What Concerns Us – Low growth environment – Federal Reserve misstep         “He’s not a war hero. He was a war hero because he was captured. I like people who weren’t captured.” -Donald J. Trump, At July 18th Read More

ETFs: The Most Widely Used Investment Vehicle

Posted On: August 22, 2016
By: The ClearRock Team

Did you know that 2015 marked the first year in investment history that exchange traded funds (ETFs) occupied the #1 spot as the most widely used investment among financial advisors? There are many options when it comes to investing: stocks, bonds, mutual funds, and hedge funds, among many others. Since our inception, ClearRock has dedicated Read More

Q2 2016 Global Market Update

Posted On: July 8, 2016
By: The ClearRock Team

What Encourages Us – Low interest rates – Improving economic data What Concerns Us – Low interest rates! – Low return environment – Is a slowdown coming soon? “In the 20th century, the US endured two world wars and other traumatic and expensive conflicts; the Depression, a dozen or so recessions and financial panics, oil Read More