Insights
May 13, 2020

The Number One FAQ

A puzzling FAQ COVID-19 has impacted virtually every American and nearly every citizen of the world. The fear is palpable,…
Insights
April 1, 2020

Global Market Update: How We Navigate This Crisis

"Even calamities have a soul and can teach us a wise life." -Aristotle Lessons learned. You don’t survive over four…
caresactInsights
March 31, 2020

CARES Act Becomes Law: What You Should Know

CARES Act in the nick of time Congress signed into law a bipartisan, $2 trillion economic stimulus bill known as…
Insights
March 24, 2020

A Force of Nature

The Prof G Show with Scott Galloway Investing in the time of corona Last week Professor Scott Galloway of the…
Insights
March 12, 2020

6 Ways to Navigate the Coronavirus Market

Over the past few weeks investors have seen a rapid decline in the value of their investment portfolios.  For many…
IPSInsights
March 4, 2020

IPS: Keeping it Simple

To Educate | To Inspire | To Connect Over the past 20 years we’ve hosted regional conferences for non-profit organizations. …
Meet The TeamInsights
January 10, 2020

Meet the team: Maunsel Hickey, Investment Advisor

Maunsel Hickey fishing on the river. ClearRock considers its success the sum of each of its parts. For that reason,…
DynamicInsights
January 3, 2020

ClearRock Gets Dynamic

Leveraging years of experience to get more dynamic in our investment portfolios. Active / Passive Numerous studies have concluded that…
Insights
January 3, 2020

CRED: Slow on Economy Road

CRED "Speedometer" on a scale from 0 to 100. CRED Reports The ClearRock Economic Dashboard™ (“CRED”) rose to 52.5 in…
2020Insights
January 2, 2020

Global Market Update: 20/20

Perhaps it’s still early, but the leading contender for the best magazine cover as we enter the new decade belongs…
SECURE ActInsights
December 21, 2019

IMPORTANT: SECURE Act Changes Retirement Savings Law

To avert a government shutdown that would have taken place on December 20, 2019, Congress approved a massive government spending…
Insights
October 21, 2019

Does Impeachment Matter?

Impeachment + Markets We’ve been fielding phone calls from clients who ask what the current impeachment investigation might mean for…
Trade WarInsights
August 26, 2019

How China Can Cause the Next Global Recession

U.S.-China Relations Trump-initiated U.S.-China trade talks have persisted since early 2018. After Nixon surprised the world in 1972 as the…
Insights
July 31, 2019

CRED: “The Show Goes On” But the Global Economy is Slowing

July CRED Report CRED "Speedometer" on a scale from 0 to 100. The ClearRock Economic Dashboard™ (“CRED”) decreased to 47.5…
Beyond BurgerInsights
July 29, 2019

Beyond Belief

Beyond Meat's "Beyond Burger" and the self-proclaimed "Future of Protein." Don’t get me wrong.  I like Beyond Burgers.  I like…
Insights
July 17, 2019

3 Things Roger Federer Can Teach Us About Investing

Roger Federer, Professional Swiss Tennis Player. Roger Federer is the paragon of a champion. Everything about Roger smacks of measured…
Meet The TeamInsights
July 10, 2019

Meet the team: Jack Gilligan, CFA, Director of Research

ClearRock considers its success the sum of each of its parts. For that reason, we plan to periodically shed light…
Insights
July 3, 2019

Global Market Update: Good Math

Market Resilience? For nearly a year now, we have been writing about the extended length of the current business cycle.…
Insights
June 7, 2019

Is the Rumor of Inflation’s Death Premature?

Photo Credit: Bloomberg News Since 1913, the Consumer Price Index (CPI) has been the primary measurement of inflation.  Along with…
Insights
May 31, 2019

When Bad Things Happen

One of my favorite quotes from legendary Wall Street guru Byron Wien is “bad things have a way of not…
EventsInsights
April 2, 2019

19th Sun Valley Conference for Foundations & Endowments — 6.24.19

ClearRock's annual non-profit Sun Valley conference is back! Dubbed SVCFE19, this year's summer event will be held on Monday, June…
GMU logoInsights
April 1, 2019

Global Market Update: Good Defense

Duke University Forward, Zion Williamson elevates for one of his fifty-eight blocks during the 2018/2019 season. The Best Offense... Any…
Insights
March 21, 2019

Finding Your “Goodies” – A Note from ClearRock’s Chairman

How often have you met someone for the first time and immediately ask, “what do you do?”  Too often we…
5-year Fund UnderperformanceInsights
March 18, 2019

SPIVA: ’18 Was One of the Worst Years for U.S. Equity Managers Since ’01

"Passive" Vs. Active Since 2002, S+P Dow Jones Indices produces the S+P Indices Versus Active (or “SPIVA”) Scorecard which measures…
CREDInsights
March 15, 2019

“CRED” Data See Health in the Business Cycle But a Potentially Slowing Economy

March CRED Report Figure A. CRED "Speedometer" on a scale from 0 to 100. The ClearRock Economic Dashboard (“CRED”) decreased…
Meet The TeamInsights
March 7, 2019

Meet the team: Kelly Woodward, Client Service Associate

ClearRock Client Service Associate, Kelly Woodward and her family. ClearRock considers its success the sum of each of its parts.…
Insights
March 1, 2019

Just the Facts

Factfulness, by Hans, Ola, and Anna Rosling A Factfulness Review One of my favorite books from last year is called…
CREDInsights
February 20, 2019

CRED Data Points to Continued Resilience Late in the Business Cycle

The January CRED Report The ClearRock Economic Dashboard (“CRED”) increased to 55.0 in January, its highest reading since September 2018.…
Insights
December 6, 2018

A Thousand Points of Light

In honor of the passing and the legacy of George H.W. Bush, our 41st President, The ClearRock Team took to…
CREDInsights
November 18, 2018

CRED Sees Business Cycle Persevering into ’19

OCTOBER - CRED declined to 47.5, its lowest reading since September 2016. Valuation, global and employment metrics dragged the index…
CREDInsights
October 25, 2018

CRED sees no derailment of the current business cycle train

SEPTEMBER - CRED held sturdy at 65.0, the third consecutive month, leaning on resiliently strong business indicators and continued growth…
GMU logoInsights
October 1, 2018

Global Market Update: Dog Days No More

Well into our fourth decade of advising clients, we have usually been confident that taking a few days off here…
CREDInsights
September 15, 2018

CRED signs point to more runway for the current business cycle

AUGUST - CRED gave us another reading of 65.0, unrevised from the prior month as business indicators and consumer confidence…
bondInsights
September 13, 2018

Charles Schwab Knowledge Forum2018 Bond Market Outlook

We had a chance to see Kathy Jones, SVP and Chief Fixed Income Strategist of Charles Schwab, give a live…
Meet The TeamInsights
August 18, 2018

Meet the team: Renee Faltings, Senior Investment Advisor & Retirement Plans Specialist

ClearRock considers its success the sum of each of its parts. For that reason, we plan to periodically shed light…
CREDInsights
August 12, 2018

CRED Sees Continued Strengthin this Business Cycle

JULY - CRED gave us a reading of 65.0, up from 57.5 the prior month. The reading increased as continued…
solutionsInsights
August 11, 2018

Do you know where your cybercriminals are?

This month we attended the latest installment of the Charles Schwab 2018 Solutions workshop in San Francisco. One area that…
rankingInsights
July 25, 2018

ClearRock in annual rankings again, with stellar performance for its clients

  Financial Advisor magazine published its 2018 version of their annual RIA rankings. As the news medium reported, "the RIA channel…
CRED WebsiteInsights
May 29, 2018

Introducing “CRED”, the ClearRock Economic Dashboard™

The ClearRock Economic Dashboard™ (“CRED”) is a proprietary financial tool we have built and refined over the past 10 years. …
Meet The TeamInsights
April 30, 2018

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

ClearRock considers its success the sum of all its parts. For that reason, we plan to periodically shed light on…
cyber securityInsights
April 20, 2018

Cybersecurity: We’ve got your back

As cybersecurity seems to be in the media on a daily basis, we thought it would be a good opportunity…
1982Insights
April 1, 2018

Global Market Update: Where were you in 1982?

- Since 1982, U.S. government bonds have experienced only a single year of negative returns, that year being 1994.* -…
TamaracInsights
March 31, 2018

Tamarac: Your new client portal

ClearRock is excited to announce a major technology advancement in customer reporting. Beginning with a Summer roll-out, we will be…