Choosing a Beneficial 529 Plan
In Basics of a 529 College Savings Plan, we discussed the basics and qualified expenses of 529 plans. Once you’ve decided that you want to invest in a 529, it’s […]
Basics of a 529 College Savings Plan
Contributing to a 529 college savings plan is a great way to save for your child’s future. The 529 plan is a type of investment account, typically state sponsored, that […]
The Value Premium- Where Is It?
Claris subscribes to a philosophy called evidence-based investing. In short, we manage our clients’ portfolios according to the findings of rigorous academic studies and peer-reviewed publications. We ignore the Wall […]
Evaluating Your Advisor and Investment Plan
Claris encourages our clients to think critically about their investments and their investment plan. After all, shouldn’t all investors have a solid understanding of how their financial lives are being […]
Retirement: It’s an Income Story
Where is your main focus for retirement? Is it returns? Is it income? If your retirement goal was not to run out of money and produce an acceptable income, would […]
