Smart Money Insights and Blog
For detailed market commentary and economic insights, visit the Clear View Wealth Library.
In the library you'll find updated market commentary based on the charts we're following along with analysis, commentary, and videos on relevant planning topics.
Clear View Unified Investment Analysis
While day-to-day releases are important,the more important question is: What kind of environment are we in?
At Clear View, our outlook is based on three lenses: Entropy Trap, Tipping Point Theory, and tactical analysis represented by Elliott Wave Theory. These provide structural context that headline-to-headline commentary may miss. We utilize a number of tools that produce a quantitative risk measure (US Risk Demand Indicator (USRDI) that measures risk appetite in real time. "Risk On" (increase portfolio beta or risk) and "Risk Off" (decrease portfolio beta). Combined with our unified investment outlook, these tools inform the moves made in client portfolios.
You'll find our current market outlook by clicking here:
Market Lens Note: An overview of market action with key takeaways
Quant Pack Indicators: This is a collection of 20+ indicators and risk management tools from MarketDesk designed to help with investment decisions by providing context to market moves. The indicators focus on 100% data-driven signals to guide core asset allocation.
Smart Money Insights Blog:
Below, you'll find insights on a range of financial, investment and tax issues in blog posts, commentary, and other content prepared by Steve Stanganelli CFP .
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Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. ...Read More
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Where We Stand Today Since our August update, the landscape has shifted meaningfully. The Federal Reserve raised rates for the first time since 2023, oil remains elevated, and the S&...Read More
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The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking." 1 This key idea in economics is that raising ...Read More
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Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed. The 10-year Treasury ...Read More
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Market forces shaped by a Fed divided over interest rate policy, oil prices continuing to drive inflation fears and continuing consumer and business investment spending despite uncertaintyRead More
