Watch Conversations with Claris on YouTube
Claris Advisors recently started a YouTube channel where viewers can find all of the Conversations with Claris episodes in one place. Check out our latest episodes on Protecting Your Personal and Financial Information from Cybercrime, Rethinking Cryptocurrency and more all on YouTube. Visit the Claris Advisors YouTube channel.
Conversations with Claris: Defining Wealth Management
Tune in to this segment of Conversations with Claris to hear from Scott Iverson and Stan Royer of Claris Advisors on what true wealth management is and what it isn’t. Watch the video on Vimeo.
Conversations with Claris: Meet the Team
Tune in to our Conversations with Claris video series for answers to burning questions around finance and investing. Meet the Claris team in the first video of the series. Watch the video on Vimeo.
Wash U Develops Proprietary Tax Management Software for Claris Clients
One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio. This has ALWAYS been easier to explain than to illustrate to our clients. . . and it is very difficult to explain. The team at Claris has spent the past […]
Explaining Portfolio Tracking Error
Investors may be wondering about the performance of the stock portion of their portfolios relative to popular stock market benchmarks like the S&P 500, which is a gauge of the performance of large U.S. companies. These differences in relative performance are referred to as “tracking error.” This article reviews the factors that cause our stock […]
