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 Street hype and 24/7 financial media. Why? Because the preponderance of academic studies show that decisions based on evidence and fact are better suited to […]

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 taught me how capital markets work. My grandfather was a remarkable man who spent his formative years simply surviving the Great Depression. By the time […]

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 several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. […]

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 a whole different conversation.  I understand no one likes to see their portfolio values decrease.  This is precisely why I spend so much time talking […]

Claris Welcomes Chris Bettonville as Operations Associate

Chris Bettonville has joined the Claris team as an Operations Associate. He holds his Bachelor of Fine Arts in Illustration from the University of Central Missouri, and a Master of Business Administration with a concentration in finance from the University of Missouri-St. Louis. Chris has experience with corporate accounting, including conducting detailed analyses of corporate financials. […]