What the Secure Act 2.0 Means for Part Time Workers and Employers
Employer-sponsored retirement plans have long been an excellent tool for employees to save and prepare for a future where they’re no longer required to work. According to the Bureau of […]
The Value Premium- Where Is It?
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 […]
The Fiduciary Standard: Putting Our Clients’ Interests First
It is with great pleasure I write my first of hopefully many blog postings for the Claris website. I have loved finance since, at the age of 14, my grandfather […]
Claris Welcomes Scott Iverson as Operations Manager and Investment Advisor
Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds […]
A Long-term Approach to Investing is the Key to Success
Most of you have heard me say countless times, nobody seems to have much issue with their portfolios when they are performing well, but turn that around and it becomes […]
