How High Net Worth Clients Should Prioritize Retirement Savings Accounts
For high net worth clients, retirement savings is rarely about whether to save—it is about where each next dollar should go. The right sequence can help capture employer contributions, reduce […]
The Value Premium: Why Value Stocks Have Historically Outperformed Growth
In this month’s blog I wanted to write about the value premium, which is something instrumental in the investment philosophy we adhere to here at Claris Advisors. But I ran […]
Why Waiting for “the Right Time” to Invest Often Backfires
It is one of the most common investing instincts: an investor comes into a lump sum of money, looks at the market, feels uneasy about current prices, and decides to […]
Why You Should Stay Away from Emotional Investing
Protect Your Portfolio by Making Rational Decisions When it comes to investing, emotions can be your worst enemy. Many investors make decisions based on fear, greed, or excitement, often leading […]
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 […]
