A Focus on Financial Planning in the New Year
“Here’s to a bright New Year and a fond farewell to the old; here’s to the things that are yet to come, and the memories we hold.” – Unknown As we […]
How Election Results Impact Market Returns
Every four years the citizens of the United States exercise their constitutional right to vote. It is also around this time of year that opinions, predictions and prognosticators reappear after […]
Wash U Develops Proprietary Tax Management Software for Claris Clients
One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio. This has ALWAYS been easier […]
Explaining Portfolio Tracking Error
Investors may be wondering about the performance of the stock portion of their portfolios relative to popular stock market benchmarks like the S&P 500, which is a gauge of the […]
The Importance of Understanding Evidence-Based Investing
At Claris, our passion is helping clients understand how capital markets work and to provide them with the information necessary to become smarter investors. Evidence-based investing is significantly different from […]
