The Value of an Advisor Part 3: Asset Allocation
Study after study has shown that a portfolio’s asset allocation – the precise mix of equities, fixed income, alternatives, etc., should be the most important determinant of investment returns. The […]
The Value of an Advisor Part Two: Asset Location
Over the years, we have reviewed many non-client advised asset statements, and are always shocked to see instances where the asset allocation in tax-advantaged accounts is identical to the asset […]
Women and Wealth: Planning Your Financial Future
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 […]
Donor Advised Funds: Making the Most of Your Charitable Giving
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 […]
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 […]
