Where Has the Value Premium Gone?
As evidence-based investors, Claris and our clients follow decades of Nobel Prize-winning research and tilt investment portfolios toward long-term sources of higher expected returns. These sources, or premiums, were conclusively […]
Pouring Cold Water on the Bucket Investing Strategy
The bucket strategy is a commonly used investment strategy, dividing a retirement portfolio into at least two different accounts. One account is invested in a more aggressive manner for future […]
For Every Seller, There’s a Buyer
“Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have you ever wondered who is […]
Tax Changes Make Cash Balance Plans Even More Attractive
Small business owners interested in taking advantage of the new 20 percent qualified business income (QBI) deduction under the 2017 tax law should consider taking a look at pairing a […]
Is Your Robo-Advisor Hiding Something?
Robo-advisor platforms are on the rise, and many of us are familiar with the pros and cons of these platforms. On the “pro” side, robo-advisors provide their customers with high-quality, […]
