The Value of an Advisor Part 3: Asset Allocation
Study after study has shown that a portfolio’s asset allocation – the precise mix of equities, fixed income, alternatives, etc., should be the most important determinant of investment returns. The […]
The Value of an Advisor Part Two: Asset Location
Over the years, we have reviewed many non-client advised asset statements, and are always shocked to see instances where the asset allocation in tax-advantaged accounts is identical to the asset […]
The Value of an Advisor Part One: 7 Strategies to Quantifying the Value
An 8 part series exploring the value that a fiduciary advisor may bring to client relationships Most, if not all, fiduciary advisors are confident they are able to deliver significant […]
The Power of Evidence-Based Investing
Claris Advisors believes strongly in the power of using evidence-based investing concepts to help our clients meet their financial goals. As independent advisors, we are not wedded to any particular […]
The Aversion to Market Returns
Americans have almost no affinity for the concept of average, or in the case of the stock market, market returns. From the time we’re very young most of us are […]
