Quarterly Newsletter: Why goals-based investing matters
A key to achieving a financial goal
We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and wealth planning to personal finance and retirement planning.
ClearWater Market Commentary as of September 15, 2023
The major equity indexes finished mixed, with value stocks leading the market as U.S. benchmark West Texas Intermediate oil prices rose above $90 per barrel for the first time since November 2022.