Investment Methodology White Paper

A critical component to your client experience with our firm is the formation of a robust investment plan to guide you and us as we build and maintain your portfolio for you. In this supporting white paper, we discuss in greater depth our methodologies for helping you pursue your goals. Download our Investment Methodology White […]

Scott Iverson Named Member of Claris Advisors, LLC

Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20. Scott has served as a wealth advisor for Claris since 2015. He has a vast amount of experience in assisting clients with portfolio management and financial planning. Scott specializes in providing […]

Ask Claris: Why Do You Use Only One Mutual Fund Company to Manage Portfolios?

It’s not unusual for someone to ask us why we exclusively use one mutual fund company to manage our clients’ portfolios. The simple answer: it’s based on planning and implementation. In evaluating solutions to use for our clients we first start with the overall planning – which could be a whole separate blog post. When […]

Tuning Out the Noise

Tuning Out the Noise takes you on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery.  This was produced by our good friends at Dimensional. Click the video below to watch.

David Goetsch’s Take on Dealing with Market Uncertainty

Check out the article written by David Goetsch, executive producer of The Big Bang Theory.  Dave reflects on how his transformed view of investing has helped him navigate this year’s market uncertainty with calm and confidence.  His account highlights the benefits of working with a financial advisor and having a long-term perspective on market returns. […]