Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20. Scott has served as a wealth…
Read More.

As evidence-based investors, Claris and our clients follow decades of Nobel Prize-winning research and tilt investment portfolios toward long-term sources of higher expected returns. These sources, or premiums, were conclusively…
Read More.

Coming off years of strong investor confidence, volatility has become the name of the game. 2018 was a hard year for equity markets when, for the first time in almost…
Read More.

The bucket strategy is a commonly used investment strategy, dividing a retirement portfolio into at least two different accounts. One account is invested in a more aggressive manner for future…
Read More.