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: 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 the Value of a Wealth Advisor?

The access to information on a local, national, and global scale has never been greater in our history. The internet and 24-hour news cycle have brought a whole new level of information overload to society. We see this in our industry; online brokerages promoting no cost trading, access to investments without thorough due diligence, stock […]

A Focus on Financial Planning in the New Year

“Here’s to a bright New Year and a fond farewell to the old; here’s to the things that are yet to come, and the memories we hold.” – Unknown As we begin this New Year there are some financial topics that are beneficial to address that will have an impact long after January ends.  While not […]

How Election Results Impact Market Returns

Every four years the citizens of the United States exercise their constitutional right to vote. It is also around this time of year that opinions, predictions and prognosticators reappear after a four-year hiatus to opine about the impact of elections and market returns. Creating more investor angst and confusion and leaving many questions unanswered around […]