January 11, 2023 | In The News
January 11, 2023 CLEARSTEAD’S GROWTH Since its founding in 1989, Clearstead has grown to become a prominent private client and institutional wealth advisory firm. Today, we have over 130 employees, and most of our senior leadership professionals are...
March 23, 2022 | In The News
Upholding the firm’s brand, leading strategic initiatives, and meeting the needs of each professional within the firm requires creativity, organization, and attention to detail. For Monica Fletcher, Senior Associate, Marketing, it is those skills that help her succeed...
November 18, 2021 | In The News
November 18, 2021 By Sarah Parker, AIF®, Senior Managing Director & Shareholder and Kristen Low, Associate Consultant The Department of Labor (DOL) proposed a new rule on October 13, 2021, titled “Prudence and Loyalty in Selecting Plan Investments and Exercising...
May 5, 2021 | In The News
May 5th, 2021 By Aneet Deshpande, CFA, Chief Investment Strategist and Dan Meges, Managing Director of Equity THE FISCAL RESPONSE TO THE PANDEMIC The federal government has now spent $5.2tn in stimulus in order to support and stimulate the U.S. economy. In...
March 24, 2021 | In The News
In the face of uncertainty and new challenges presented by 2020 and the COVID-19 pandemic, Allison Schaefer, Client Service Associate for the Private Client Group embodied the firm’s core values and culture through serving clients and supporting her colleagues....
February 24, 2021 | In The News
February 24th, 2021 By Aneet Deshpande, CFA, Chief Investment Strategist, Senior Managing Director During an October 6, 1982 meeting with Republican Congressional candidates, President Ronald Reagan said, “Inflation is the greatest enemy of all the people and...
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