Clearstead

We're pleased to share that Cindy Steeb, MBA, JD, Senior Managing Director, Trust Administration Services, will be sharing her expertise on family wealth and businesses next year through two classes that she will be teaching at Weatherhead School of Management at Case Western Reserve University's Center for Family Business. Learn more on CWRU's website: https://hubs.ly/Q02X9D5B0 #Clearstead #FamilyWealth #FamilyBusiness #FamilyTrustCompany #wealthmanagement

With most markets finishing lower and not posting any gains, there were few bright spots in October. Read more investment insights in this week's Research Corner: https://hubs.ly/Q02WPVFJ0 #Clearstead #ResearchCorner #investments #markets #economics

If fixed income investors do not drive rates too high, positive earnings reports should continue to support equity markets. Read more investment insights in our Market Minute: Review of October - https://hubs.ly/Q02WDXTq0 #Clearstead #MarketMinute #investments #markets #fixedincome #equities #economics

With the US Election, November Fed meeting, and other market-moving events that may unfold over the next two-week horizon, it is important to remain disciplined in what matters most: long-term asset allocation. Read more in our newest Market Perspective here: https://hubs.ly/Q02V_YVD0 #Clearstead #MarketPerspective #USElection #economics #markets #volatility #investments

AI has provided a catalyst for energy, utilities, and materials companies to ramp up production and adjust to structurally higher demand for energy. This has led to interesting developments in long forgotten corners of our electricity ecosystem. Read more insights in Research Corner here: https://hubs.ly/Q02VZLpV0 #Clearstead #ResearchCorner #economics #investments #markets #artificialintelligence #AI #energy

We're pleased to share that Aneet Deshpande, CFA, Chief Investment Officer will be speaking on the Annual CIO Roundtable for the CFA Society Cleveland tomorrow, Wednesday, October 23rd, 2024! You can learn more about the event here: https://hubs.ly/Q02Vl8lc0 #Clearstead #CIORoundtable #CFASocietyofCLE

Election polling shows a tight race, many states may need to count absentee or mail-in-ballots, and other states may be too close and will trigger a mandatory recount, which all suggests that days of clear presidential winners are a thing of the past. Read more insights in this week's Research Corner: https://hubs.ly/Q02V4L930 #Clearstead #ResearchCorner #economics #investments #markets #USElections

Yesterday was EmpowHER's Annual Women's Luncheon and we were thrilled to have Lisa Damour PHD as our speaker and Lauren Fine as our moderator! The fireside chat focused on mental health and wellness in teenagers, as well as Dr. Lisa Damour's work on Disney Pixar's "Inside Out 2." You can learn more about Dr. Lisa Damour's work on her website: https://hubs.ly/Q02TPyLW0 #Clearstead #EmpowHER #EmpoweringWomen #MentalHealth #Wellness #FiresideChat

While direct lending makes up much of the private credit market, there are other opportunities and areas that investor can consider to diversify their private credit exposure. In our October ClearPoint, Joseph Boushelle, CFA, CAIA, Senior Managing Director and Head of Alternative Investments explores these opportunities. You can read the full article here: https://hubs.ly/Q02TNtgp0 #Clearstead #ClearPoint #privatecredit #alternativeinvestments #directlending #assetbackedfinance #investments

The Fed has signaled that it will likely be easing rates over the next year or so, but it is possible that markets will react differently than they have in the past easing cycles given the state of the US economy. Read more economic insights in this week's Research Corner: https://hubs.ly/Q02Tf-Qd0 #Clearstead #ResearchCorner #markets #investments #economics