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Choosing a Beneficial 529 Plan

In Basics of a 529 College Savings Plan, we discussed the basics and qualified expenses of 529 plans. Once you’ve decided that you want to invest in a 529, it’s

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The Value Premium- Where Is It?

Claris subscribes to a philosophy called evidence-based investing. In short, we manage our clients’ portfolios according to the findings of rigorous academic studies and peer-reviewed publications. We ignore the Wall

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