by Clearview Wealth Solutions | Feb 6, 2019 | Recent Commentary
My business partner and co-author of these commentaries, Steve Riley, has decided to leave Clearview to pursue other interests. His many contributions will be missed. This week marks the anniversary of the January, 2018 fevered peak in stocks. Since then stocks are...
by Clearview Wealth Solutions | Jan 8, 2019 | Monthly Updates
Since the widespread panic we saw at the Christmas Eve lows, the stock market has staged a massive 11% rally in just over three weeks (another reminder why ‘market timing’ doesn’t work). Based on the 10-day change in the advance/decline line (a market breadth...
by Clearview Wealth Solutions | Jan 6, 2019 | Recent Commentary
Fourth Quarter Recap: What a difference a quarter can make. The S&P 500 was up 9% through September but then declined 14% in Q4 to end (6.2)% for the year. Many other U.S. stock market measures were down more. And volatility raged throughout the quarter....
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Managing fixed income portfolios in-house using separately managed accounts requires expertise not often found with most investment advisory firms. However, it can provide flexibility and cost savings compared to mutual funds or exchange traded funds (ETFs). At...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Many investors get excited about the prospect of buying stock in a company that becomes available for the first time on the public market, an IPO. It could be new technology or a new product or service that excites them, but the goal is always the same; make a...