Evaluating Your Advisor and Investment Plan
Claris encourages our clients to think critically about their investments and their investment plan. After all, shouldn’t all investors have a solid understanding of how their financial lives are being […]
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 […]
What is Your Risk Tolerance?
RISK. Risk as defined by Webster is the possibility of loss or injury. Well, in the investment world it wouldn’t be defined as injury – but definitely associated with loss. If you […]
Success is Determined by More than Your Portfolio Returns
How do you determine success? It’s usually a harder question to answer than one might think. At Claris, we often think about what part we play in helping our clients […]
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 […]
