Year-Round Tax Management Of Your Portfolio

As much as I would love to discuss the recent outperformance of value investing, we’ll have to save that for another day. As year-end nears, let’s take a look at the tax management actions that positively affected many of our clients’ portfolios in 2020. Claris and our partners, including Dimensional Fund Advisors (DFA), work hard […]

What Should Not-for-Profits Be Doing About Their Investment Portfolios During COVID-19?

Over the years, myself and many of my evidence-based investing colleagues have noticed interesting reactions from our newer not-for-profit clients during times of market distress. Frequently, we will be asked something along the lines of, “yeah, I know that’s what you’re telling everybody, but really, what should WE be doing right now?” The implication, of […]

Is Passive Investing Creating a Bubble?

Investors have started asking questions around a passive investing “bubble” they’ve been hearing about recently. The basic argument behind the financial press coverage of this “bubble” is that the popularity of index funds is distorting market prices by not allowing for proper price discovery, leading to the aforementioned bubble. It should be noted that not […]

How Can the Stock Market Rise So Quickly in This Economy?

As the economic and capital markets landscape continues to rapidly shift and evolve, the most common questions we receive from clients has changed in kind. In early March, our clients were looking for reassurance they were going to be OK. As the initial feelings of panic have subsided, we are frequently asked “how can the […]

Top 3 Evidence-Based Reasons to Invest Internationally

U.S. stocks have significantly outperformed international stocks in recent years. Further, U.S.-based multinationals are major players in the world economy. Here at Claris, we have had clients ask whether they should stick with their international investments. We have even heard reports of other advisors recommending their clients abandon an investment philosophy that includes international investing. […]