Conversations with Claris: Year-End Planning Checklist

While year-round planning is important for your investment strategy, there are a few things to take a look at during year-end, including trusts, wills, RMDs, investment activity and more. Hear from Claris President Stan Royer and Wealth Advisor Chris Schroeder as they walk through a checklist of items to review now to make sure your […]

Conversations with Claris: What is an ETF?

What is an ETF, and should you have them in your investment portfolio? How does it differ from a mutual fund? Hear from Claris President Stan Royer and Senior Vice President and Wealth Advisor Scott Iverson as they explain what an ETF is and the pros and cons of having them in your portfolio. Watch […]