Is Passive Investing Creating a Bubble?
Investors have started asking questions around a passive investing “bubble” they’ve been hearing about recently. The basic argument behind the financial press coverage of this “bubble” is that the popularity […]
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 […]
Wash U Develops Proprietary Tax Management Software for Claris Clients
One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio. This has ALWAYS been easier […]
How Can the Stock Market Rise So Quickly in This Economy?
As the economic and capital markets landscape continues to rapidly shift and evolve, the most common questions we receive from clients has changed in kind. In early March, our clients […]
Top 3 Evidence-Based Reasons to Invest Internationally
U.S. stocks have significantly outperformed international stocks in recent years. Further, U.S.-based multinationals are major players in the world economy. Here at Claris, we have had clients ask whether they […]
