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 […]
What Should Not-for-Profits Be Doing About Their Investment Portfolios During COVID-19?
Over the years, myself and many of my evidence-based investing colleagues have noticed interesting reactions from our newer not-for-profit clients during times of market distress. Frequently, we will be asked […]
