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

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

Surprise, Surprise, Surprise, Brexit News

Posted On: June 24, 2016
By: The ClearRock Team

During the past year, markets have been surprised on three separate occasions by: 1. The precipitous drop in oil prices 2. The Chinese devaluing the yuan 3. The UK vote to leave the EU (European Union) As one would expect, global markets initial reaction to the Brexit vote has been negative. Some of the sell-off Read More

Bull vs. Bear for 2016 – Two Sides of the Same Coin?

Posted On: June 15, 2016
By: The ClearRock Team

The last full week of May marked the 52nd consecutive week in which the Dow Jones Industrial Average and the S&P 500 failed to push above record high levels. Needless to say, achieving positive rates of return has been challenging for investors in the past 12-18 months. As the current business cycle continues to grind Read More

New D.O.L. Fiduciary Rule Protects Retirement Investors

Posted On: May 4, 2016
By: The ClearRock Team

“Today, I’m calling on the Department of Labor to update the rules and requirements that retirement advisors put the best interests of their clients above their own financial interests. It’s a very simple principle: You want to give financial advice, you’ve got to put your client’s interests first.” – President Barack Obama, February 23, 2015 Read More

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