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 […]
The Fiduciary Standard: Putting Our Clients’ Interests First
It is with great pleasure I write my first of hopefully many blog postings for the Claris website. I have loved finance since, at the age of 14, my grandfather […]
Claris Welcomes Scott Iverson as Operations Manager and Investment Advisor
Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds […]
What is Your Risk Tolerance?
RISK. Risk as defined by Webster is the possibility of loss or injury. Well, in the investment world it wouldn’t be defined as injury – but definitely associated with loss. If you […]
