CLEARSTEAD ANNUAL FIRM UPDATE: REVIEW OF 2022

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...

CLEARSTEAD EMPOWHER 2021 WOMAN OF THE YEAR: MONICA FLETCHER

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...

TAXES ARE GOING UP, SHOULD (OR DO) MARKETS CARE?

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...

CLEARSTEAD EMPOWHER 2020 WOMAN OF THE YEAR: ALLISON SCHAEFER

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....

THE RETURN OF INFLATION?

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...