Market Updates

Surveying The Fixed Income Landscape

The bond market surprised many investors in 2014 as interest rates declined despite the end of the Federal Reserve quantitative easing program and indications the Federal funds rate may rise in 2015. Looking forward to 2015, we contemplate the ongoing impact of the strenth of the U.S. dollar and div[...]

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So Earnings Do Matter!

During the last three months we have been recruiting advisors to Cleary Gull. While our primary objective is finding people who are a good cultural fit for our firm and share our interest in serving the customer, every conversation gets around to compensation. What people earn matters to them becaus[...]

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Reffing the Finish

Over the weekend my son took part in a downhill ski race with his team. Like most sports today, these events occur, thanks in some part, to parental volunteerism. As a result, I had an opportunity to volunteer to referee the finish line of the race for boys and girls between 8 and 12. Having never d[...]

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2015 First Quarter Market Webcast

Year End 2014 Review and 2015 Outlook With divergences among global policy makers, the volatility in the 4th quarter was expressed in currency value fluctuation, commodity prices – oil in particular, and stock and bond prices. This policy divergence is coupled with an investor view that there w[...]

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Fourth Quarter 2014 Financial Insights

Patience is a Virtue! With divergences among global policy makers, the volatility in the 4th quarter was expressed in currency value fluctuation, commodity prices – oil in particular, and stock and bond prices. This policy divergence is coupled with an investor view that there will be a differe[...]

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Market Update – The Oil Story

Dramatic decline in oil prices have dominated headlines for the past month. The reasons are various as are its impact on the economy. Listen as I discuss the causes for the decline in oil prices as well as the impact in the coming year and Cleary Gull's thoughts on how it affects asset allocations. [...]

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The War is On

During the last year I wrote about how currency values are determined, how the value of the dollar affects oil prices and how diverging central bank interests may provide an interesting back drop to interest rate movements. It appears as though one of the highlights to the start of 2015 will be all [...]

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What Miracle?

On Saturday evening my family and I attended a play, “Miracle on 34th Street.” Most of us know the story about a little girl whose mother has taught her to be realistic and not believe in “fairy tales.” As the play continues the audience is led to understand how important it is to believe in[...]

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Diversity, Good for Thanksgiving and Your Portfolio

My entire life, I’ve had a Thanksgiving dinner that included three stuffings, until this one. You see, my Grandmother always made three. While we never discussed it, she must have believed that the family would be happier with three choices, fruit, meat and the traditional sage, celery and bread s[...]

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A Typhoon Makes it Snow

As I sit looking out the window at the first flakes falling in this early winter season, my thoughts turn to the Asia-Pacific region. Huh? How does snow falling in Wisconsin have anything to do with that region you ask? Well apparently, last week, the remnant of a Pacific typhoon, Nuri, made its way[...]

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