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10 Basic Investing Principles - Principal 4 - Taxes

When investing, it's important to understand the tax implications of your investments. There are several different types of taxes that can affect your investments, including capital gains and losses, dividends, and...

10 Basic Investing Principles - Principal 5 - Diversification

Diversification is a strategy that involves spreading your investments across multiple asset classes, such as stocks, bonds, and real estate, as well as across different industries and geographic regions. The...

10 Basic Investing Principles - Principal 6 - Risk Tolerance

Topic 6: Risk Tolerance Risk tolerance is an important factor to consider when developing an investment strategy. Risk tolerance refers to your ability and willingness to take on risk in pursuit of potential investment returns.Your...

10 Basic Investing Principles - Principal 7 - Behavioral Finance

Behavioral finance is a field of study that combines principles of psychology with finance to better understand how people make financial decisions. It recognizes that humans are not always rational and that...

10 Basic Investing Principles - Principal 8 - Active vs Passive

Active investing and passive investing are two different investment strategies that can be used to manage your portfolio. Active investing involves actively buying and selling stocks, bonds, and...

10 Basic Investing Principles - Principal 9 - Market Volatility

Market volatility refers to the degree of variation in the prices of stocks, bonds, and other assets over a certain period of time. Market volatility can be caused by a variety of factors, including economic...

10 Basic Investing Principles - Principal 10 - Dollar Cost Averaging

Dollar-cost averaging is an investment strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. By investing a fixed amount at regular intervals,...

How Much Can Global Supply Chain Pressure Ease?

Inflationary pressures—their determinants and evolution—continue to dominate policy discussions. In this post, we provide a simple framework to analyze the determinants of different measures of inflation and use it to lay...

1099 Distribution Dates - 2023

BlackRock Global Market Outlook 2023

The Great Moderation, the four-decade period of largely stable activity and inflation, is behind us. The new regime of greater macro and market volatility is playing out. A recession is foretold,; central banks are on the course to...

Weekly Market Pulse

The S&P 500 index edged down 0.1% in the final week of 2022, a year that saw the market benchmark lose more than 19% amid rising inflation and interest rates.The S&P 500 ended at 3,839.50 on Friday, the final trading session of the...

The CARES Act Signed Into Law

The Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act, is now law. This historic and sweeping legislation was created to help keep...

Covid-19 Office Hours

I am writing on behalf of all the advisors and staff of Clearview Financial Partners to communicate the actions we are taking in response to the Covid-19 Pandemic. After the tragedies of 9/11, we developed a...

LPL Chief Investment Officer on the Coronavirus

Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s losses reversed all of this year’s gains so far for the S&P...

Earnings Seasons Observations

The recent news that technology giant Apple would miss its fourth quarter 2020 revenue targets has understandably increased investor anxiety surrounding the potential economic impact of the coronavirus (now called COVID-19). Lost in...

How Well Have Stocks Done Under President Trump?

We hope everyone had a nice Presidents’ Day yesterday, and by nice we hope you got the day off work! In honor of George Washington, starting in 1971, the third Monday in February was originally celebrated as a Federal holiday to...

Yield Curve Back in the News

The financial media returned to a favorite topic in the last week, yield curve inversion, but we caution against getting caught up in the building frenzy. The Treasury yield curve inverts when short-term interest rates move above...

Brexit In Name Only - For Now

As the clock strikes 11 p.m. in London (midnight in Brussels) on January 31, 2020, the United Kingdom (U.K.) will end its 47-year membership in the European Union (E.U.) when the U.K.’s withdrawal from the E.U., known as Brexit,...

A Closer Look At Election Years

2020 is off to a roaring start, picking up right where 2019 left off. Many investors are eyeing the upcoming presidential election as an impending storm for the stock market. In the four-year presidential cycle, pre-election years have...

Lots of Winners in 2019

It was hard not to stumble into a winner if you owned stocks in 2019. With just four trading days left in the year, the S&P 500 Index has returned over 31%, its best yearly return since 2013. Whether you owned diversified stock...

The Fed Ties a Bow in 2019

The Federal Reserve (Fed) officially tied a bow on 2019 with another policy pivot. On December 11, the Fed announced it would leave rates unchanged, concluding a string of three 25-basis point (0.25%) rate cuts from July to October....

2019/2020 Tax Season Guide

To ease some of the burdens of tax season we've created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist you in becoming familiar with...

Tariffs on Scotch Whiskey in the Interest of National Security

Tariffs on Scotch Whiskey in the Interest of National Security (please enjoy some humor on this Friday afternoon) The Trump White House has announced it will release a new slate of tariffs that will take effect Oct. 18th, 2019. Among...

I'll Never Tell You Not to Worry

I am finding it difficult to stay comfortable as the stock market continues to trend downward. As an investment advisor who is surrounded by data, I am not impervious to the thought that “This time it’s different”....