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.
2023 CLEARPOINT
August – Today isn’t too Soon to Plan for Future Estate Tax Law Changes
July – Vacation Home Tax Considerations
June – A Review of Our Next Generation of Leaders and Engaging Them in the Workplace
May – The Outcome is Income – Evolving Portfolio Construction
April – Demystifying Private Alternatives and Debunking Fears
March – HSA: The Third Leg of the Stool
February – Private Strategy Considerations in Dislocated Markets
2022 CLEARPOINT
November – Behavioral Finance can Create Calm out of Difficult Markets
October – Implementing an Investment Plan: Is Timing a Critical Component?
September – What Should Investors Do With Their Private Capital Portfolios Today?
August – Location, Location, Location
July – Responsible Investing – Practical Implementation
June – A Historical Rebalancing – Dividend Income Set to Reemerge as a Key Driver of Equity Returns
May – Is There a Future for the Conventional 60/40 Investment Portfolio?
March – Why Investors Should Consider Emerging Managers in Private Market Allocations
February – Looking Around the Corner: A Playbook of Planning Strategies for 2022
2021 CLEARPOINT
November – You May Have Just Been Given a Gift, so Use It Wisely
September – Value vs. Growth Investing: A Nuanced Debate Revisited
August – Dollar for… Bitcoin? Issues of a Mainstream Cryptocurrency
July – Private Credit – An Alternative Source of Income
June – Estate Planning: Understanding the Lingo
May – How Organizations Should Benchmark Their Investment Returns
April – Sustainable Investing has Arrived
March – Indian Equity: An Underappreciated Opportunity
2020 CLEARPOINT
November – Choosing an Outsourced Chief Investment Officer (OCIO)
October – Act Now – Save Later
September – The Press to Distress
August – Operating Not-for-Profits Navigating Through Uncertain Times
June – Change May Be Coming to your Trust
May – Small vs. Large Companies: Apples and Oranges
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)
December – Expected Unexpected Events
November – The Unique Sounds of Private Equity Investing
October – The Basics of Blockchain and Crypto Currencies
September – How I Learned to Stop Worrying and Love Capital Markets
August – Infrastructure Investing 101
July – The Unsung Heroes of the U.S. Economy
June – A Stock’s Price is Different Than When to Buy
April – Trump’s Air Compressor
February – Lifting the Veil off Active and Passive Investing
YOUR FUTURE IN FOCUS
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