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Clear Harbor Wealth Flash: Year-End 2015 Checklist The fourth quarter is not just the time to swap the swimsuits for winter coats: it is a critical time to take action on certain wealth management priorities. Here are eight items that we urge every Clear Harbor wealth management client to discuss with us as we march toward year-end.
Clear Harbor Q4 Outlook: Waking Up Is Hard to Do This past quarter, global capital markets awoke from their long nap of low volatility to finally face a number of economic realities and tough monetary choices. Bond bulls cheered the end of the dream, particularly those who owned investment grade corporate debt and U.S. Treasuries; equity bulls groaned, as previously complacent investors saw the S&P 500 and MSCI All World Indexes decisively enter correction territory—a psychological line not crossed since the Fall of 2011.
Clear Harbor CEO Discusses Energy Markets With Alix Steel on Bloomberg TV--May 6, 2015