News & Insights

Overall year-to-date equity returns have been strong. However, a significant shift in market dynamics has taken hold under the surface. Encouragingly, companies leading the market higher have broadened beyond a small group of mega-cap companies (Mag 7) into value and…

Many parents want to help their adult children at various stages of life. It may be a one-time gift to help with a down payment, or it may involve bill pay or substantial gifts of cash on an ongoing basis….

With several high-profile private companies moving toward public markets in 2026, clients are asking whether the next wave of IPOs could be worth watching. Names like SpaceX, Anthropic, OpenAI, and other likely “hot” stocks generate a lot of excitement, and…

Women statistically live longer than men, and this reality has significant financial, social, and lifestyle implications. Understanding these differences is critical for making informed retirement and life-planning decisions. According to the Centers for Disease Control and Prevention (CDC), life expectancy…

We are sharing Dimensional Investments (DFA) Quarterly Market Review for the first quarter 2026 to highlight major events and drivers of returns for the last quarter.

At Clearview our goal has always been simple: to give you a steady, reliable investment approach backed by sound research. With that in mind, we want to share more details about how we’re managing your investments moving forward. We’re beginning…

As we step into 2026, there are several updates to retirement accounts that may impact your savings strategy. Here’s a reminder of some of the changes you need to know to stay ahead of the curve this year. 2026 Retirement…

Reflections on 2025 and Navigating the Year Ahead With fall almost complete and winter staring me squarely in the eyes, I start thinking ahead to the new year.  Like many, the holidays and the eminent arrival of January triggers reflection on…