A Focus on Financial Planning in the New Year
“Here’s to a bright New Year and a fond farewell to the old; here’s to the things that are yet to come, and the memories we hold.” – Unknown As we […]
Year-Round Tax Management Of Your Portfolio
As much as I would love to discuss the recent outperformance of value investing, we’ll have to save that for another day. As year-end nears, let’s take a look at […]
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 […]
2020 Brings A Shifting RMD Landscape for Retirees
While almost everyone has been impacted as a result of the pandemic, retirees have faced their own unique set of challenges. Between maintaining their own health and safety, considering how […]
What Should Not-for-Profits Be Doing About Their Investment Portfolios During COVID-19?
Over the years, myself and many of my evidence-based investing colleagues have noticed interesting reactions from our newer not-for-profit clients during times of market distress. Frequently, we will be asked […]
