A Great Night for Baseball at our 7th Annual Client Appreciation Event

No rain, cool temps, good food, great company and top that off with a 5-3 win for the St. Louis Cardinals to hold their National League Wildcard spot! Our client appreciation event was held on September 21st at Busch Stadium where we watched the Cardinals take on the San Francisco Giants. Rick Horton (former Cardinal […]

The ABCs of True Wealth Management with Manisha Thakor

Our 5th Annual Claris Education Event was a success, and a huge thank you to Manisha Thakor for enlightening us about how women are going to rule the world!….Well, that’s not really what she said, but she had some very powerful statistics about how women are shaping the future of the financial services industry. There […]

Sandwich Generation Prepares to Financially Support Parents Earlier

More and more young workers are taking on “sandwich generation” responsibilities early on, acting as a financial supporter of their parents. This additional responsibility requires preparation and planning of retirement and financial goals. “Your pie of take-home pay is 100 percent,” said Manisha Thakor, Director of Wealth Strategies for Women at The BAM Alliance. “Obviously if you’re […]

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 member of our BAM Alliance that I found interesting. The article references a study, performed by the National Center for Women and Retirement Research, estimating […]