Introducing “CRED”, the ClearRock Economic Dashboard™

Posted On: May 29, 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

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

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

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

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