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 […]
Should You Worry About High Frequency Trading
A March 30th segment on “60 Minutes” examined high-frequency trading and whether insiders are increasing the cost of stock trading for investors. Here are points to keep in mind as it […]
It’s Hard to Make Predictions, Especially About the Future
The Vanguard Total US Stock ETF (ticker VTI) was down just over 5% from December 31, 2013 through February 3, 2014. In other words, in just over a month’s time, […]
