--- title: Insights & Ideas description: Articles, news, and perspectives from Clarendon Private - a boutique private wealth manager based in Boston, MA and Rhode Island. image: https://blog.clarendonprivate.com/hubfs/rocky-beach.jpg --- [Skip to Content](https://blog.clarendonprivate.com#body) [![Clarendon Private logo](https://blog.clarendonprivate.com/hs-fs/hubfs/clarendon-private-logo.webp?width=600&height=100&name=clarendon-private-logo.webp)](https://clarendonprivate.com/) - [About](https://www.clarendonprivate.com/about) Toggle children for About - [Our Team](https://www.clarendonprivate.com/our-team) - [Who We Serve](https://www.clarendonprivate.com/who-we-serve) Toggle children for Who We Serve - [Families & Individuals](https://clarendonprivate.com/who-we-serve/families-and-individuals/) - [Endowments & Foundations](https://clarendonprivate.com/who-we-serve/endowments-and-foundations/) - [Services](https://clarendonprivate.com/services/) Toggle children for Services - [Investments](https://clarendonprivate.com/services/investments/) - [Wealth Planning](https://clarendonprivate.com/services/wealth-planning/) - [Private Banking](https://clarendonprivate.com/services/private-banking/) - [Insights](https://blog.clarendonprivate.com/our-insights) Toggle children for Insights - [Our Insights](https://blog.clarendonprivate.com/our-insights) - [Thought Leadership](https://clarendonprivate.com/thought-leadership/) - [News & Commentary](https://blog.clarendonprivate.com/our-insights-news-and-commentary) - [Contact](https://clarendonprivate.com/contact/) [Skip to Content](https://blog.clarendonprivate.com#body) [![Clarendon Private logo](https://blog.clarendonprivate.com/hs-fs/hubfs/clarendon-private-logo.webp?width=300&height=50&name=clarendon-private-logo.webp)](https://clarendonprivate.com/) Click to open Menu Menu Close Menu Close Close Menu Close # Our Insights - ![](https://blog.clarendonprivate.com/hubfs/2026_05_Fouder_Led_Tracy_6.png) ### [September Market Review](https://blog.clarendonprivate.com/september-market-review) Renewed Volatility Driven by Fed Policy Uncertainty and Continued Geopolitical Tensions - ![August Market Review 2026 | Clarendon Private | Wealth Manager, Boston, MA](https://blog.clarendonprivate.com/hubfs/banner_1.png) ### [August Market Review](https://blog.clarendonprivate.com/august-market-review) Broader Market Participation Supported Equities Despite Macro Uncertainty - ![Better Service. Better Access. Five Clients Who Now Have Both. | Boston & Rhode Island Wealth Management](https://blog.clarendonprivate.com/hubfs/Looking%20through%20the%20arch%20at%20Rowes%20Wharf%2c%20in%20Boston%2c%20Massachusetts..jpeg) ### [Better Service. Better Access. Five Clients Who Now Have Both.](https://blog.clarendonprivate.com/better-service.-better-access.-five-clients-who-now-have-both) Five real-world case studies show how integrated wealth management delivers service and access — without compromise. - ![July 2026 Market Review | SpaceX IPO highlights the power of the AI narrative](https://blog.clarendonprivate.com/hubfs/2026_07_Fouder_Led_Marc_1.png) ### [July Market Review](https://blog.clarendonprivate.com/july-market-review-2026) SpaceX IPO highlights the power of the AI narrative - ![June 2026 Market Review](https://blog.clarendonprivate.com/hubfs/2025_12_Founder_Led_Tracy_2.jpg) ### [June Market Review](https://blog.clarendonprivate.com/june-market-review) Fed Transition Underway: Kevin Warsh assumes the role of Fed Chair - ![](https://blog.clarendonprivate.com/hubfs/2026_02.png) ### [May Market Review](https://blog.clarendonprivate.com/may-market-review-1) Strong Q1 Earnings Fuel Global Rally and Reinforce the Case for Diversification - ![Family walking on the beach | One-Stop Financial Advice](https://blog.clarendonprivate.com/hubfs/family-walking-on-the-beach.jpg) ### [One-Stop Financial Advice - How the Preferences of Affluent Families Are Reshaping Wealth](https://blog.clarendonprivate.com/one-stop-financial-advice-how-the-preferences-of-affluent-families-are-reshaping-wealth-management) Discover why affluent families are moving to integrated wealth management and how Clarendon Private delivers investment, banking, planning and estate guidance through a unified, high-touch model. - ![April 2026 Market Review | Clarendon Private Boston Wealth Management](https://blog.clarendonprivate.com/hubfs/2025_12_Founder_Led_Tracy_1.jpg) ### [April Market Review](https://blog.clarendonprivate.com/april-market-review) March hands back the quarter's gains as the Strait of Hormuz stays shut and inflation anxiety returns - ![Boston brownstone](https://blog.clarendonprivate.com/hubfs/boston-brownstone.jpg) ### [The rise in women’s wealth is exposing an old weakness in financial advice](https://blog.clarendonprivate.com/the-rise-in-womens-wealth-is-exposing-an-old-weakness-in-financial-advice) The rise in women’s wealth is exposing an old weakness in financial advice. Clarendon Private shows what better advice looks like. - ![](https://blog.clarendonprivate.com/hubfs/Untitled%20design%20(27).jpg) ### [March Market Review](https://blog.clarendonprivate.com/march-market-review) The Anchor of Allocation: Perspective Amidst Global Conflict - ![](https://blog.clarendonprivate.com/hubfs/banner1-1.jpg) ### [February Market Review](https://blog.clarendonprivate.com/february-market-review) AI Frostbite: Disruption from AI paves way for assets outside of U.S. large-cap - ![](https://blog.clarendonprivate.com/hubfs/banner_1.jpg) ### [2026 Outlook](https://blog.clarendonprivate.com/2026-outlook) Managing Risk While Capturing Opportunity in an AI Driven Market - ![](https://blog.clarendonprivate.com/hubfs/3-3.jpg) ### [December Market Review](https://blog.clarendonprivate.com/december-market-review) A Pause for Perspective: The Fed continues to ease while the S&P 500 remains concentrated - ![](https://blog.clarendonprivate.com/hubfs/1.jpg) ### [November Market Review](https://blog.clarendonprivate.com/november-market-review) Markets Continue to Move Higher - ![](https://blog.clarendonprivate.com/hubfs/Oct%20MG%20Fam.png) ### [Tax Planning Review](https://blog.clarendonprivate.com/year-end-money-moves) Year-End Money Moves - ![Meet Chris Coleman | Rhode Island Wealth Management](https://blog.clarendonprivate.com/hubfs/chris-clarendon-private.jpg) ### [Bringing It Back Home: A Fifth-Generation Rhode Islander’s Approach to Wealth Management](https://blog.clarendonprivate.com/bringing-it-back-home-a-fifth-generation-rhode-island-ers-approach-to-wealth-management) Chris Coleman, a fifth-generation Rhode Islander and Wealth Advisor at Clarendon Private, shares his perspective on how family, community and trust shape a client-first approach to wealth management. - ![](https://blog.clarendonprivate.com/hubfs/article2.jpg) ### [September 2025 Market Review](https://blog.clarendonprivate.com/september-2025-market-review) Markets Run Higher Ahead of the September Fed Meetings - ![](https://blog.clarendonprivate.com/hubfs/Untitled%20design%20(25).png) ### [How to Use College Funding as a Wealth Planning Tool](https://blog.clarendonprivate.com/how-to-use-college-funding-as-a-wealth-planning-tool) From tax advantaged education accounts to multigenerational gifting strategies, education funding offers powerful ways to enhance financial efficiency. - ![](https://blog.clarendonprivate.com/hubfs/marina.png) ### [August 2025 Market Review](https://blog.clarendonprivate.com/august-2025-market-review) Mixed Signals - Despite a strong earnings season and resilient economy, a weak July employment report shows signs of stress. - ![An interview with Marc A. White, Jr. | Clarendon Private Boston Wealth Mangers](https://blog.clarendonprivate.com/hubfs/meet-the-founder.webp) ### [An interview with Marc A. White, Jr.](https://blog.clarendonprivate.com/an-interview-with-marc-a.-white-jr) Clarendon Private is a boutique wealth management firm in Boston offering personalized financial planning, investment management and private banking solutions. Discover how our team-based approach provides high-net-worth clients with tailored strategies for long-term success. - ![](https://blog.clarendonprivate.com/hubfs/cape-cod.jpg) ### [“One Big Beautiful Bill” Becomes a Reality](https://blog.clarendonprivate.com/one-big-beautiful-bill-becomes-a-reality-what-taxpayers-should-know) What tax payers should know. - ![July 2025 Market Review from Clarendon Private | Boston, MA Welath Manager](https://blog.clarendonprivate.com/hubfs/economy.jpg) ### [July 2025 Market Review](https://blog.clarendonprivate.com/july-market-review) Markets advanced in June despite geopolitical tensions, with technology and industrials leading. Learn what to focus on to navigate market uncertainties. - ![](https://blog.clarendonprivate.com/hubfs/Harbor%200625.jpg) ### [While trade tensions have eased from their peak in April, economic and policy uncertainty remain](https://blog.clarendonprivate.com/while-trade-tensions-have-eased-from-their-peak-in-april-economic-and-policy-uncertainty-remain) In today’s unpredictable economic environment, market volatility remains a constant challenge for investors. - ![Clarendon Private - Newsweek Top Financial Firm in Boston](https://blog.clarendonprivate.com/hubfs/clarendon-private-newsweek-top-financial-firm.jpg) ### [Clarendon Private Named a Top Financial Advisory Firm](https://blog.clarendonprivate.com/clarendon-private-named-a-top-financial-advisory-firm) Clarendon Private has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek. Learn how our client-focused wealth management approach delivers personalized investment solutions, expert guidance, and financial confidence. - ![](https://blog.clarendonprivate.com/hubfs/3.jpg) ### [June 2025 Market Review](https://blog.clarendonprivate.com/june-2025-market-review) May brought a more constructive tone as trade tension eased lifting sentiment and encouraging a rebound in risk assets. - ![](https://blog.clarendonprivate.com/hubfs/subfeatures-1.jpg) ### [May 2025 Market Review](https://blog.clarendonprivate.com/may-market-review) From Liberation to Limbo: Trade policy uncertainty causing shockwaves across the globe - ![](https://blog.clarendonprivate.com/hubfs/lighthouse-at-sunset.jpg) ### [April 2025 Market Review](https://blog.clarendonprivate.com/april-2025-market-review) Uncertain Times: Staying Invested During Volatility - ![](https://blog.clarendonprivate.com/hubfs/Untitled%20(500%20x%20300%20px)%20(1200%20x%20630%20px).png) ### [2025 Market Outlook](https://blog.clarendonprivate.com/2025-market-outlook) Portfolio Durability and the Age of Alternatives - ![](https://blog.clarendonprivate.com/hubfs/Untitled%20design%20(3)-2.jpg) ### [March 2025 Market Review](https://blog.clarendonprivate.com/march-2025-market-review) Growth Scare Hits Risk Assets - High valuations come with high expectations. U.S. equity markets step back on growth concerns. - ![](https://blog.clarendonprivate.com/hubfs/Untitled%20design-3.jpg) ### [February 2025 Market Review](https://blog.clarendonprivate.com/february-market-review-the-year-of-the-snake) The Year of the Snake: Just like the movement of a snake, financial markets rarely follow a linear path and 2025 will be no exception. - ![](https://blog.clarendonprivate.com/hubfs/1.jpg) ### [December 2024 Market Review](https://blog.clarendonprivate.com/december-2024-market-review) Riding the Wave: Post-election optimism fuels U.S. markets while global uncertainty lingers - ![](https://blog.clarendonprivate.com/hubfs/rocky-beach.jpg) ### [Five Year-End 2024 Tax, Financial, and Estate Planning Ideas](https://blog.clarendonprivate.com/five-year-end-2024-tax-financial-and-estate-planning-ideas) Don't miss these valuable year-end planning opportunities which could yield meaningful tax savings, strengthen one’s financial position and help ensure alignment with long-term goals. - ![](https://blog.clarendonprivate.com/hubfs/autumn-on-the-lake.jpg) ### [November 2024 Market Review](https://blog.clarendonprivate.com/november-2024-market-review) Thanksgiving right around the corner, Trump elected, and the Fed cuts again. - ![](https://blog.clarendonprivate.com/hubfs/marc-and-tracy.jpg) ### [Driven On and Off the Green: Meet Tracy Welch](https://blog.clarendonprivate.com/driven-on-and-off-the-green-meet-tracy-welch) From the greens to client consultations, Tracy Welch continually works on refining the best approach for wealth management success. - ![adirondack charis](https://blog.clarendonprivate.com/hubfs/adirondack-chairs.jpg) ### [Current Fixed Income Landscape & The Push for Extending Duration](https://blog.clarendonprivate.com/current-fixed-income-landscape-the-push-for-extending-duration) Clarendon Private and Appleton Partners discuss the current fixed income market, extending duration away from cash and the importance of active management during shifting economic periods. - ![Picnic on the beach](https://blog.clarendonprivate.com/hubfs/picnic-on-the-beach.jpg) ### [Your Wealth Your Way](https://blog.clarendonprivate.com/your-wealth-your-way) When it comes to customized financial solutions and personalized service, boutique wealth managers have an edge. - ![](https://blog.clarendonprivate.com/hubfs/newsletter-article-01.jpg) ### [The Perils of Market Timing: Market Highs Should Not Interfere with Long-Term Plans](https://blog.clarendonprivate.com/the-perils-of-market-timing-market-highs-should-not-interfere-with-long-term-plans) The Perils of Market Timing: Market Highs Should Not Interfere with Long-Term Plans - ![Marc A. White](https://blog.clarendonprivate.com/hubfs/meet-the-founder.webp) ### [Meet the Founder – Marc A. White, Jr.](https://blog.clarendonprivate.com/meet-the-founder-marc-a-white-jr) Breadth of capabilities, depth of experience, and alignment of interests are qualities Marc A. White, Jr., Clarendon Private’s President and CEO believes every private wealth manager should provide clients. - ![Why Boutique Private Wealth? | Clarendon Private](https://blog.clarendonprivate.com/hubfs/clarendon-private-boston-fi.jpg) ### [Boutique private wealth firms: Uniquely positioned to solve two big problems–access and service](https://blog.clarendonprivate.com/why-boutique) Boutique private wealth firms offer clients broad investment options, a suite of financial services, and custom, personalized advice. - ![](https://blog.clarendonprivate.com/hubfs/chris-coleman.jpg) ### [Clarendon Private hires Christopher Coleman to head its new Rhode Island office](https://blog.clarendonprivate.com/clarendon-private-hires-christopher-coleman-to-head-its-new-rhode-island-office) Boston-based investment and wealth management company, Clarendon Private, is proud to announce Christopher Coleman to the company's wealth management team. - ![](https://blog.clarendonprivate.com/hubfs/beach-time.jpg) ### [Clarendon Private Investment Outlook - January 2024](https://blog.clarendonprivate.com/insights-ideas/investment-outlook-january-2024) Where to invest after the last Federal Reserve rate hike and where are we finding the best opportunities today? - ![](https://blog.clarendonprivate.com/hubfs/Imported_Blog_Media/Boston_Wealth_Management_Clarendon_Private-Feb-27-2024-06-13-45-2432-PM.png) ### [Clarendon Private Wealth Management Director, Tracy L. Welch, featured in Boston Common Magazine](https://blog.clarendonprivate.com/insights-ideas/clarendon-private-wealth-management-director-tracy-l-welch-featured-in-boston-common-magazine) Tracy L. Welch, Managing Director & Head of Wealth Advisory Services, is featured in the June 2023 edition of Boston Common Magazine. - ![Courtyard](https://blog.clarendonprivate.com/hubfs/courtyard.jpg) ### [New Paradigm Calls for More Dynamic Portfolio Management](https://blog.clarendonprivate.com/insights-ideas/new-paradigm-calls-for-more-dynamic-portfolio-management-1) In light of the recent banking crisis, Clarendon Private shares our investment insights and how we are dynamically navigating these volatile markets. - ![Beach Time](https://blog.clarendonprivate.com/hubfs/time-on-the-beach.jpg) ### [Clarendon Private Investment Outlook - November 2022](https://blog.clarendonprivate.com/insights-ideas/investment-outlook-november-2022) Midterm Elections Are Over – What Now? - ![](https://blog.clarendonprivate.com/hubfs/john-valpey-2.jpg) ### [Clarendon Private, a Boston Based Investment and Wealth Management Company, Announces the Hiring of John Valpey - Wealth Strategist](https://blog.clarendonprivate.com/clarendon-private-a-boston-based-investment-and-wealth-management-company-announces-the-hiring-of-john-valpey-wealth-strategist) Clarendon Private, LLC is proud to announce the hiring of John Valpey to the company's wealth management and estate planning team. - ![Lighthouse](https://blog.clarendonprivate.com/hubfs/lighthouse-and-house.jpg) ### [How can you earn over 4% on cash?](https://blog.clarendonprivate.com/insights-ideas/how-can-you-earn-over-35-on-cash) Don’t look now, but the 6-month U.S. T-bill is yielding 4% for the first time in 15 years. - ![George Washington Statue](https://blog.clarendonprivate.com/hubfs/george-washington-statue-boston.jpg) ### [Clarendon Private Financial Insights – August 2022](https://blog.clarendonprivate.com/insights-ideas/financial-insights-august-2022) Near-Term Pain for Long-Term Gain - ![Cape Cod](https://blog.clarendonprivate.com/hubfs/cape-cod.jpg) ### [Clarendon Private Financial Insights – May 2022](https://blog.clarendonprivate.com/insights-ideas/financial-insights-may-2022) Nowhere to Hide: The first quarter of 2022 was the worst quarter across asset classes, except commodities, since Q3 1981. - ![](https://blog.clarendonprivate.com/hubfs/boston-at-night.jpg) ### [Brookline Bancorp sets up shop for well-to-do clients](https://blog.clarendonprivate.com/insights-ideas/brookline-bancorp-sets-up-shop-for-well-to-do-clients) By the time banks approach the $10 billion mark in size, they usually have a robust team to manage customers’ stock and bond investments. It was time for Brookline Bancorp , with its $8.3 billion in assets but no wealth management arm, to step up. - ![](https://blog.clarendonprivate.com/hubfs/sailboat-800.jpg) ### [Brookline Bancorp Launches Wealth Management Company](https://blog.clarendonprivate.com/insights-ideas/brookline-bancorp-launches-wealth-management-company) The parent company of Brookline Bank and Bank Rhode Island has launched a Boston-based investment and wealth management company to provide services for individuals, families, endowments and foundations. - ![Brookline Bancorp Launches Clarendon Private](https://blog.clarendonprivate.com/hubfs/rocky-beach.jpg) ### [Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company](https://blog.clarendonprivate.com/insights-ideas/brookline-bancorp-launches-clarendon-private-bostons-newest-investment-and-wealth-management-company) Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. - ![](https://blog.clarendonprivate.com/hubfs/nautilus-staircase.jpg) ### [Clarendon Private Financial Insights - November 2021](https://blog.clarendonprivate.com/insights-ideas/financial-insights-november-2021) With decades of investment management experience, we have lived through our share of bull and bear markets. Here we offer insights and perspectives on finance, the economy, and strategies for prudent investors in times of increased uncertainty and heightened volatility. ![Clarendon Private icon](https://blog.clarendonprivate.com/hubfs/clarendon-private-icon-183b60.jpg) ### Clarendon Private 131 Clarendon Street Boston, MA 02116 (617) 927-7999 ### Stay Connected [Follow us on Linkedin](https://www.linkedin.com/company/clarendon-private/) ### [About Us](https://clarendonprivate.com/about/) - [Our Team](https://clarendonprivate.com/about/our-team/) - [Contact Us](https://clarendonprivate.com/contact/) ### [Who We Serve](https://clarendonprivate.com/who-we-serve/) - [Families & Individuals](https://clarendonprivate.com/who-we-serve/families-and-individuals/) - [Endowments & Foundations](https://clarendonprivate.com/who-we-serve/endowments-and-foundations/) ### [Services](https://clarendonprivate.com/services/) - [Investments](https://clarendonprivate.com/services/investments/) - [Wealth Planning](https://clarendonprivate.com/services/wealth-planning/) - [Private Banking](https://clarendonprivate.com/services/private-banking/) ### [Insights](https://blog.clarendonprivate.com/our-insights) - [Our Insights](https://blog.clarendonprivate.com/our-insights/) - [Thought Leadership](https://clarendonprivate.com/thought-leadership/) - [News & Commentary](https://blog.clarendonprivate.com/our-insights-news-and-commentary) © 2024 Clarendon Private [Privacy Policy](https://clarendonprivate.com/wp-content/uploads/2026/05/Clarendon-Private-Privacy-Policy-March-2026.pdf) · [Disclosures](https://clarendonprivate.com/disclosures/) · [Client Relationship Summary](https://clarendonprivate.com/wp-content/uploads/2024/10/Clarendon-Private-Form-CRS-March-2023.pdf) · [Investor Relations](https://www.beaconfinancialcorporation.com/)