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 […]
Ask Claris: Why Do You Use Only One Mutual Fund Company to Manage Portfolios?
It’s not unusual for someone to ask us why we exclusively use one mutual fund company to manage our clients’ portfolios. The simple answer: it’s based on planning and implementation. […]
For Every Seller, There’s a Buyer
“Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have you ever wondered who is […]
A Great Night for Baseball at our 7th Annual Client Appreciation Event
No rain, cool temps, good food, great company and top that off with a 5-3 win for the St. Louis Cardinals to hold their National League Wildcard spot! Our client […]
Portfolio Design: Maximizing After-tax Returns
Even when we do everything right – listen to the evidence, invest for the long-term, tune out the market noise – we don’t invest in a vacuum. Ultimately, we need […]
