Our monthly thought leadership publication educates clients of the firm’s top thinking, including robust economic analysis of timely financial and social topics and their potential market implications.
2020 CLEARPOINT
2019 CLEARPOINT
November – Taking the Temperature of The Economy: Purchasing Managers’ Index
August – Family Transitions: Starting the Conversation
July – The Role of Spending Rules
June – China’s Changing Place in the World
May – Break on Through: Saving for College with a 529 Plan
April – The Illiquidity Conundrum
February – Impact Investing: Driving Change and Portfolio Returns
2018 CLEARPOINT
2018 (Formerly Hartland Standpoint)
2017 (Formerly Hartland Standpoint)
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.
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