What Should Not-for-Profits Be Doing About Their Investment Portfolios During COVID-19?
Over the years, myself and many of my evidence-based investing colleagues have noticed interesting reactions from our newer not-for-profit clients during times of market distress. Frequently, we will be asked […]
How Election Results Impact Market Returns
Every four years the citizens of the United States exercise their constitutional right to vote. It is also around this time of year that opinions, predictions and prognosticators reappear after […]
Is Passive Investing Creating a Bubble?
Investors have started asking questions around a passive investing “bubble” they’ve been hearing about recently. The basic argument behind the financial press coverage of this “bubble” is that the popularity […]
How to Avoid Curve Balls in Your Investment Strategy
In my early years of playing in the MLB, it was always said that one of the most difficult feats in all of sports is hitting a Major League curve […]
Wash U Develops Proprietary Tax Management Software for Claris Clients
One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio. This has ALWAYS been easier […]
