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 […]
Scott Iverson Named Member of Claris Advisors, LLC
Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20. Scott has served as a wealth […]
Where Has the Value Premium Gone?
As evidence-based investors, Claris and our clients follow decades of Nobel Prize-winning research and tilt investment portfolios toward long-term sources of higher expected returns. These sources, or premiums, were conclusively […]
Volatility Continues as Trade Tensions Remain High
Coming off years of strong investor confidence, volatility has become the name of the game. 2018 was a hard year for equity markets when, for the first time in almost […]
Pouring Cold Water on the Bucket Investing Strategy
The bucket strategy is a commonly used investment strategy, dividing a retirement portfolio into at least two different accounts. One account is invested in a more aggressive manner for future […]
