How to best serve our female clients has been a topic of great discussion here at Claris. Recently, I read an article about financial planning for women written by a
In and of itself, philanthropy is a powerful and rewarding exercise. When planned and organized effectively, it can transform from a meaningful annual endeavor into a tax efficient strategy that
Most retirement plans fall into one of two general categories: defined benefit plans or defined contribution plans. Both provide retirement benefits, but they differ in the way benefits are calculated
In Basics of a 529 College Savings Plan, we discussed the basics and qualified expenses of 529 plans. Once you’ve decided that you want to invest in a 529, it’s
Contributing to a 529 college savings plan is a great way to save for your child’s future. The 529 plan is a type of investment account, typically state sponsored, that
Claris subscribes to a philosophy called evidence-based investing. In short, we manage our clients’ portfolios according to the findings of rigorous academic studies and peer-reviewed publications. We ignore the Wall
