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 […]
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 […]
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 […]
