Conversations with Claris: Defining Wealth Management

The recently enacted One Big Beautiful Bill Act (OBBB) establishes several new rules related to individuals claiming charitable contribution deductions. The purpose of this blog is to clarify the most

One of the ongoing debates in Washington—whether under Trump, Biden, or any administration—is the role of the Federal Reserve (the Fed) and its influence on interest rates. It’s easy to

For many investors within the US, it’s easy to think of “the market” as just Wall Street or more specifically particular indices, such as the Dow Jones or S&P 500.