Clearstead

Aneet Deshpande, CFA, Chief Investment Officer, was recently quoted in a Nonprofit News article, produced by Financial Investment News, discussing potential investment opportunities for endowments and foundations. "Artificial intelligence technology is likely to continue to be a major driver of economic growth and will require capital markets to underwrite a massive amount of data centers and related energy infrastructure, thereby providing opportunities for endowments and foundations invested in those sectors." Read the full article here: https://hubs.ly/Q02Z6zvm0 #Clearstead #NonprofitNews #Endowments #Foundations #ArtificialIntelligence #Investments

The asset management industry continues to point to evolving trends in the economy as catalysts for advisors to allocate to private markets. Read more in our latest Market Perspective: https://hubs.ly/Q02YJHJh0 #Clearstead #markets #investments #economics #privatemarkets #duediligence

Some of the recent US dollar strength is probably reflective of the relative strength of the US economy as compared to many other major economies. Read more economic insights in this week's Research Corner here: https://hubs.ly/Q02Yw2JJ0 #Clearstead #ResearchCorner #investments #markets #economics

We’re thrilled to share that Daniel Meges will be presenting a 2025 Economic and Market Outlook through Philanthropy Ohio next month! You can learn more about the event by following the link below.

Yesterday, Allen Dengler and Adam Felten, CFA were lucky to join Mark Ramunno and State Street Global Advisors on the floor of the New York Stock Exchange. Check out the photo below they captured to document the experience! #Clearstead #NYSE #markets #investments

As the year begins to wind down, it may be a good time to be proactive about year-end financial and tax planning. In our November ClearPoint, Sharon Whitacre and James Barsella discuss different areas you can review. Read the article here: https://hubs.ly/Q02XTH920 #Clearstead #ClearPoint #financialplanning #taxplanning #investments #charitablegiving

Several markets saw initial swings in their value after the US election but have since given back most of their initial post-Trump election movement. Read more investment insights here: https://hubs.ly/Q02XHStJ0 #Clearstead #ResearchCorner #economics #investments #markets

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