by Clearview Wealth Solutions | Mar 17, 2026 | Monthly Updates
In January we wrote the “three-headed monster” (courtesy of Bespoke Investment Group) was flashing green. The three variables – oil, Treasury yields, and the dollar – were all in downtrends which bodes well for stocks. In the last three weeks we have seen a massive...
by Clearview Wealth Solutions | Feb 18, 2026 | Monthly Updates
U.S. small caps and international stocks are leading the performance race so far in 2026. In the U.S. market, large cap value is outperforming large cap growth. Growth stocks are struggling – down 3% this year and down 8.6% since the Nasdaq peak on October 29th of...
by Clearview Wealth Solutions | Dec 17, 2025 | Monthly Updates
As we enter our 45th year in the business of serving clients with portfolio management, we are reminded how fortunate we are to work with people like you – you inspire, challenge, and elevate the work we do. We are truly grateful for your continued trust, support,...
by Clearview Wealth Solutions | Nov 18, 2025 | Monthly Updates
One of the headwinds for the market over the last few weeks has been the more hawkish commentary from Fed officials. This follows the surprisingly hawkish tone struck by Fed Chair Powell at the October meeting. As a result, the odds of a December cut have tailed off...
by Clearview Wealth Solutions | Oct 21, 2025 | Monthly Updates
There is an interesting dynamic playing out as we start Q3 earnings season. While investor expectations for the quarter may be high, analyst expectations are on the low side. Stocks have historically rallied during earnings season, but when analyst sentiment is...
by Clearview Wealth Solutions | Sep 16, 2025 | Monthly Updates
Many professional investors think the bond market is a better forecaster of future economic strength than the stock market. What is the bond market currently telling us? One bond market indicator, credit spreads, is signaling the coast is clear and current labor...
