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Friday, September 11, 2020

We close this week with some quick reminders, some economic indicators, a roller coaster ride, some startling statistics, and Congress still deadlocked on a stimulus bill. As always, please feel free to forward this information to...

 

Wednesday, September 9, 2020

P&G has decided to move its next Long-Term Incentive Program (LTIP) award grant up from February to October, so you get to choose again if you'll take stock options or as RSUs. We’re here to help with that decision.

 

Friday, September 4, 2020

It is time for our long-cherished Labor Day weekend! For most people it now signals the end of summer and maybe an opportunity to host a socially-distanced barbecue. See the history and photos of this holiday here: National Geographic...

 

Friday, August 28, 2020

How are you finding ways to connect with others during the pandemic? We’re feeling energized after our entire team got together for the first time in over five months on Tuesday at a socially-distanced (with masks) offsite...

 

Tuesday, August 18, 2020

Starting September 1, refinancing a mortgage owned by Fannie Mae or Freddie Mac will cost an extra $500 on every $100k of mortgage value (a 0.5%* fee). We recommend those of you already in the refinance process try to complete it as...

 

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Friday, August 7, 2020

It is finally a lovely day in Cincinnati, but we know the weather where you live is smoky (California), very stormy (east coast), and very hot (Utah)! Wishing everyone a very good weekend, wherever you are! There were a few pieces of...

 

Friday, July 31, 2020

As July comes to a close, we saw a big week for economic data. It has become clear that the broad economy is slowing down since the resurgence of Covid-19 cases, hospitalizations and deaths since mid-June.. Tech continues to be a...

 

Thursday, June 25, 2020

Happy Friday! We’ll be available to you for normal business through Thursday next week but will not be sending a Friday email due to the Independence Day holiday. We hope you have a fun and safe long holiday weekend and we will...

 

Friday, June 19, 2020

Happy Friday, and we wish you a joyous Juneteenth—a chance to celebrate the emancipation of the country’s last slaves in Texas and a day to reflect on our country’s continuing journey towards justice and equality for...

 

Friday, May 29, 2020

As we close a memorable month of May, the country hit a sad pandemic milestone: More than one hundred thousand people have died from illness caused by the virus, four months after the first known case of COVID-19 in the United States....

 

Friday, May 22, 2020

Dear CP client, Summer unofficially begins this weekend with Memorial Day! This year brings fewer public pool outings and more walks or picnics in small groups, as we honor those who have served this country. Phase II of lockdowns...

 

Friday, May 8, 2020

Happy Friday! The COVID-19 pandemic has been compared by some to being in a state of war. This war has certainly been challenging, but we continue to fight every day for your best interests. Today we celebrate the anniversary of...

 

Friday, May 1, 2020

Dear CP client, Happy Friday! The month of May has arrived, and many unknowns remain with the COVID-19 pandemic and the resulting global economy. All-the-while, we continue to send our best wishes and support to each of you and your...

 

Friday, April 24, 2020

Dear CP client, Happy Friday! We hope everyone had a great week and experienced some of the improving spring weather across the country. We’re outlining this week’s market update from the two different sides of the...

 

Friday, April 17, 2020

Happy Friday! We hope that everyone continues to stay safe and well, finding ways to remain positive and engaged during this time of physical isolation. The Clear Perspectives team continues to work hard to support our clients and...

 

Friday, April 10, 2020

Not to miss in this newsletter: The best estimate (via picture) of what the economic recovery from the pandemic will look like; How the markets performed in the first quarter (it was good until it wasn't); Meet our new hire, Notre Dame...

 

Friday, April 3, 2020

Happy Friday, clients! We all faced this pandemic together this week, settling into new routines and taking care of ourselves and our families. Many unknowns still remain in the coming weeks, and we will keep you informed with...

 

Friday, April 3, 2020

To our clients who are small business owners, As a sole proprietor or small business owner there are some pieces of the legislation that may apply to your business. We encourage you to talk to your CPA or tax adviser to understand if...

 

Saturday, March 28, 2020

March 27, 2020 Happy Friday! These are challenging and uncertain times but we want to share a message of confidence and belief in better days to come. For now, we hope that everyone remains safe and well and that you are able to find...