Conversations with Claris: Cybercrime is on the Rise – How to Protect Your Personal and Financial Information
With the COVID-19 pandemic continuing its impact, opportunistic cybercriminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other […]
The Importance of Patience and Discipline in Investing
Many of you have heard me say more than once “patience and discipline are by far the two most important ingredients for a successful investing experience”. Let’s take a closer […]
Mutual Fund Partner DFA Introduces Exchange-Traded Funds and Lower Fees for Claris Clients
Dimensional Fund Advisors (DFA), our long-term Mutual Fund partner, has a few exciting developments that will help us better serve our clients. Although Claris is independent of DFA, DFA is […]
How to Avoid Curve Balls in Your Investment Strategy
In my early years of playing in the MLB, it was always said that one of the most difficult feats in all of sports is hitting a Major League curve […]
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 […]
