by Clearview Wealth Solutions | Dec 14, 2021 | Monthly Updates
We sincerely appreciate our relationships with clients and friends and want to say thank you during this joyous season. May your holidays be bright. We wish you the best in 2022. Pundits have been quick to point out that inflation could be a major roadblock to...
by Clearview Wealth Solutions | Dec 3, 2021 | Recent Commentary
It is still very early to say much definitive about the Omicron variant of COVID. We do know that it has spread beyond the origin, it has a significant number of mutations on the spike protein of the virus, and has relatively high transmissibility. Testing by vaccine...
by Clearview Wealth Solutions | Nov 16, 2021 | Monthly Updates
Pavilion Global Markets recently did a study on the source of stock market returns over the last decade. According to Pavilion, the decomposition of returns for the S&P 500 breaks down as follows: 31.4% from earnings 7.1% from dividends 21.0% from multiple...
by Clearview Wealth Solutions | Nov 2, 2021 | Recent Commentary
Earnings results are deteriorating as earnings season rolls on. Beat rates are less than the last two quarters but still remain above average. Both revenue and EPS misses are being punished. Individual stocks have been down 3.2% on average for a miss on earnings...
by Clearview Wealth Solutions | Oct 19, 2021 | Monthly Updates
This quarter’s earnings season is off to a good start as 81% of companies reporting have beat EPS estimates, and 80% are beating revenue forecasts. We remain focused more on what companies will say on the conference calls about four key areas and view these factors as...
