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.
2021 CLEARPOINT
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
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
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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