Conversations with Claris: 401(k), 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 […]
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 […]
Conversations with Claris: Rethinking Cryptocurrency
Should you be investing in bitcoin? Is blockchain here to stay? Hear from Scott Iverson and Stan Royer as they discuss the pros and cons of cryptocurrency as a new […]
Control What You Can Control: How Equity Markets Reward Those Who Stay Disciplined
Long before I joined Claris, Stan Royer, co-founder and President, routinely reminded clients to control what they can control. As you may imagine, I am consistently asked by non-clients (who […]
Year-Round Tax Management Of Your Portfolio
As much as I would love to discuss the recent outperformance of value investing, we’ll have to save that for another day. As year-end nears, let’s take a look at […]
