Uncertainty and Your Portfolio
I just recently had a conversation about the economy and markets with an investor. The particular topic we discussed was something that seems to rear its head quite often: it […]
Claris Makes Exchanging Sensitive Information Easier and More Secure
Claris is pleased to announce that through our collaboration with the BAM Alliance, we now have the ability to offer online vaults to securely exchange documents with our clients. This is […]
Introducing Conversations with Claris
In 2014, Claris is putting together a series of three presentations that deal with pertinent financial subjects. Our plan is to continue this educational series every year for our clients. […]
Should You Worry About High Frequency Trading
A March 30th segment on “60 Minutes” examined high-frequency trading and whether insiders are increasing the cost of stock trading for investors. Here are points to keep in mind as it […]
It’s Hard to Make Predictions, Especially About the Future
The Vanguard Total US Stock ETF (ticker VTI) was down just over 5% from December 31, 2013 through February 3, 2014. In other words, in just over a month’s time, […]
