Basics of a 529 College Savings Plan
Contributing to a 529 college savings plan is a great way to save for your child’s future. The 529 plan is a type of investment account, typically state sponsored, that […]
The Value Premium- Where Is It?
Claris subscribes to a philosophy called evidence-based investing. In short, we manage our clients’ portfolios according to the findings of rigorous academic studies and peer-reviewed publications. We ignore the Wall […]
Evaluating Your Advisor and Investment Plan
Claris encourages our clients to think critically about their investments and their investment plan. After all, shouldn’t all investors have a solid understanding of how their financial lives are being […]
The Fiduciary Standard: Putting Our Clients’ Interests First
It is with great pleasure I write my first of hopefully many blog postings for the Claris website. I have loved finance since, at the age of 14, my grandfather […]
