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.
Market Desk Investment Analysis
The Weekly Note: An overview of market action with key takeaways
Weekly 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.
US Risk Demand Indicator (USRDI): This quantitative tool measures risk appetite in real time. The USRDI classifies the market into two risk environments: "Risk On" (increase portfolio beta or risk) and "Risk Off" (decrease portfolio beta). This quarterly indicator is updated in the Weekly Note (above). Most times, no immediate action is required if your portfolio is well-positioned. This is a "Big Picture" tool to track potential portfolio risk and then use the signal to align holdings to match the comfort level of investor portfolio risk.
Client Letter: This highlights the themes impacting market actions and provides a concise monthly and quarterly summary.
Chart of the Month: This provides context and interpretation of key market charts that may change from month to month.
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 .
-
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
-
-
In times of trouble and uncertainty, the glittering metal has been the "go to" investment. Throughout 2024, gold has climbed. What's behind this price rise? Will gold continue ...Read More
-
Like people, every retirement plan is different. And the key takeaway is that even if using sophisticated financial modeling software, there is no one-size-fits-all rule. The “comfort zone” ...Read More
-
Need Stable Income? Worried About Inflation? Concerned About Stock Prices? Alternative Investments May Help Ideally, your portfolio has a mix of investments that may allow you to build a nest ...Read More
-
What do you do if you get laid off? What financial moves can you do to keep your head above water? What do you do next to bounce back? Laid ...Read More
