As much as I would love to discuss the recent outperformance of value investing, we’ll have to save that for another day. As year-end nears, let’s take a look at…
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Dimensional Fund Advisors (DFA), our long-term Mutual Fund partner, has a few exciting developments that will help us better serve our clients. Although Claris is independent of DFA, DFA is…
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While almost everyone has been impacted as a result of the pandemic, retirees have faced their own unique set of challenges. Between maintaining their own health and safety, considering how…
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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…
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