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...

ANNUAL FIRM UPDATE – REVIEW OF 2020

Thank you for your support and business in 2020. We would like to share with you our Annual Firm Update, which summarizes our Firm’s initiatives and efforts in 2020. We believe we acted quickly and well to the challenges of the pandemic. While helping ensure the...