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Conversations with Claris: How Claris Works with Dimensional Fund Advisors
In this special segment of Conversations with Claris, Stan Royer sits down with Alex Guilbeau of Dimensional Fund Advisors (DFA) to explain how Claris works with DFA and why Claris clients benefit from this partnership.
Conversations with Claris: How do ETFs Differ from Mutual Funds?
In this special segment of Conversations with Claris, Stan Royer visits with Alex Guilbeau of Dimensional Fund Advisors (DFA) to explain how ETFs compare to mutual funds, and the benefits and tax efficiencies ETFs bring to Claris clients.
Conversations with Claris: The Distribution Phase of Financial Planning
When we talk to clients about retirement, the focus often tends to be on the accumulation phase where time is spent building up funds to support the desired lifestyle. Hear from Claris President Stan Royer and Senior Vice President + Wealth Advisor Scott Iverson as they discuss the importance of distribution phasing and how it plays a crucial role in controlling your retirement outcome.
Conversations with Claris: Sustainable Investing - How To Integrate Your Values
Terms such as “impact investing” or “values-based investing” are becoming more common. Hear from Claris President Stan Royer and Portfolio Advisor Christopher Bettonville as they dive into ways that you can integrate your personal values when making key investment decisions.
Conversations with Claris: Financial Planning and Risk Management
When we think of financial planning, we tend to focus on retirement but often overlook risk management. Hear from Claris President Stan Royer and Wealth Advisor Christopher Schroeder as they discuss key aspects of planning such as various insurances that should be in place to create a solid financial plan for today and the future.
Conversations with Claris: 401K, IRA, Stocks...Do I Need Them All?
With so many avenues you can take to invest your wealth, it can be challenging to understand where your dollars matter most. Hear from Claris President Stan Royer and Senior Vice President and Wealth Advisor Scott Iverson as they discuss these different investment accounts and how they play a role in your portfolio.
Conversations with Claris: Fee Reductions
Fees play an important part when it comes to understanding your investments. Hear from Claris President Stan Royer and Portfolio Advisor Chris Bettonville as they discuss mutual fund fee reductions over the past few years and how this positive change impacts your portfolio.
Conversations with Claris: Year-End Planning Checklist
Conversations with Claris: What is an Exchange Traded Fund (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.
Conversations with Claris: What is the Difference Between Value and Growth Stocks?
What are growth companies or stocks, and how do they differ from value stocks in your portfolio? Is one better than the other? Hear from Claris President Stan Royer and Portfolio Advisor Chris Bettonville as they describe the difference and how they affect expected returns for your investment strategy.
Conversations with Claris: Protecting Your Personal and Financial Information from Cyber Crime
Cyber crime is on the rise, with 54% of losses resulting from human or technical error. Is your personal and financial information protected? Hear from Chris Schroeder as he describes current scams to watch out for and how to protect yourself.
Conversations with Claris: Rethinking Cryptocurrency
Should you be investing in cryptocurrency? Is blockchain here to stay? Hear from Scott Iverson and Stan Royer as they discuss the pros and cons of this new type of investment opportunity.
Conversations with Claris: What is the Value of an Advisor?
Hear from Chris Schroeder and Stan Royer of Claris Advisors on how wealth advisors add value with their investment knowledge, expertise and guidance in this segment of Conversations with Claris.
Conversations with Claris: What is the Role of a Wealth Advisor?
Hear from Chris Bettonville and Stan Royer of Claris Advisors on how wealth advisors help manage a client’s goals and objectives in this segment of Conversations with Claris.
Conversations with Claris: Defining Wealth Management
Hear from Scott Iverson and Stan Royer of Claris Advisors on what true wealth management is and isn’t in this segment of Conversations with Claris.
