Monthly Updates Archives

Why Balanced Portfolios Make Sense for Most Investors – Update

by Clearview Wealth Solutions | May 15, 2019 | Monthly Updates

Lately, stock markets are rising or falling in substantial part on the prospects of a trade deal with China. Language has turned acrimonious with China saying they would never surrender to foreign pressure. So far, U.S. consumers haven’t felt the full effects of...

Here Come The IPOs

by Clearview Wealth Solutions | Apr 17, 2019 | Monthly Updates

Is this another IPO boom signaling a market top? Lyft recently came public but had a disappointing IPO. Shares were priced at $72, traded as high as $88.60 on the first day of trading, and currently trade at $57. More IPOs are on the way. Coming soon are Uber,...

Happy 10th Birthday to the Bull Market

by Clearview Wealth Solutions | Mar 14, 2019 | Monthly Updates

By now you have seen the media wish the bull market a happy 10th birthday (March 9th) although it came close to ending earlier since we had two 19% corrections along the way (2011, 2018). Bulls remind us that bull markets don’t die from old age. It’s recessions that...

Will This Rally Fade Like Early 2018?

by Clearview Wealth Solutions | Feb 15, 2019 | Monthly Updates

The last time the S&P 500 index saw a start as strong as this year was 1991. With a gain of over 9% YTD, it is the eighth best start in the index’s history. Looking at similar periods, the median return for the remainder of the year was 8% (source: Bespoke...

Santa Came Late

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...

Bond Market Trends Impacting Investors

by Clearview Wealth Solutions | Dec 7, 2018 | Monthly Updates

With the holiday season upon us, we find ourselves reflecting on our many blessings throughout this past year. We thank you for your loyalty, and we look forward to serving you in the year ahead. May your New Year be filled with good health, great memories, and...

Why Balanced Portfolios Make Sense for Most Investors – Update

Here Come The IPOs

Happy 10th Birthday to the Bull Market

Will This Rally Fade Like Early 2018?

Santa Came Late

Bond Market Trends Impacting Investors

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