Claris Reaches $1 Billion in Assets Under Management
On December 10, 2025, Claris reached $1 billion in assets under management. As we mark this milestone, we want to express our sincere gratitude for the trust our clients have […]
That’s a Wrap on 2025! Looking Back at the Volatile Year and Planning Ahead for 2026
2025 is in the books, folks. Over the past year, the financial landscape has had its fair share of volatility, largely driven by aggressive shifts in U.S. trade policy and […]
Importance of Periodic Client Review Meetings
Periodic client review meetings play a crucial role in achieving long-term success for both financial advisors and their clients. While clients may understandably feel these meetings are repetitive or routine, […]
Align Your Charitable Giving with the One Big Beautiful Bill
The recently enacted One Big Beautiful Bill Act (OBBB) establishes several new rules related to individuals claiming charitable contribution deductions. The purpose of this blog is to clarify the most […]
How the Fed Really Affects Your Money
One of the ongoing debates in Washington—whether under Trump, Biden, or any administration—is the role of the Federal Reserve (the Fed) and its influence on interest rates. It’s easy to […]
