Conversations with Claris: Rethinking Cryptocurrency
Should you be investing in bitcoin? Is blockchain here to stay? Hear from Scott Iverson and Stan Royer as they discuss the pros and cons of cryptocurrency as a new […]
Control What You Can Control: How Equity Markets Reward Those Who Stay Disciplined
Long before I joined Claris, Stan Royer, co-founder and President, routinely reminded clients to control what they can control. As you may imagine, I am consistently asked by non-clients (who […]
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 […]
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 […]
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 […]
