Stan Royer Featured on Buckingham Strategic Partner’s Podcast: Winning for Your Clients and Planning for the Unexpected
Stan Royer, President of Claris Advisors, was featured as a guest on Buckingham Strategic Partners’ Podcast, The Admired Advisor with Steve Atkinson. After retiring from life as a professional baseball player, Stan needed a post-MLB game plan. With a background in economics, Stan got his feet wet in the insurance industry before realizing investment management […]
Conversations with Claris: Cybercrime is on the Rise – How to Protect Your Personal and Financial Information
With the COVID-19 pandemic continuing its impact, opportunistic cybercriminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. These major threats require risk mitigation, risk management and/or risk transfer strategies as the crisis unfolds. As true advisors to our clients, we […]
The Importance of Patience and Discipline in Investing
Many of you have heard me say more than once “patience and discipline are by far the two most important ingredients for a successful investing experience”. Let’s take a closer look at these two words. Patience is the ability to wait for a long time without becoming annoyed or upset. Discipline is to train or develop […]
Mutual Fund Partner DFA Introduces Exchange-Traded Funds and Lower Fees for Claris Clients
Dimensional Fund Advisors (DFA), our long-term Mutual Fund partner, has a few exciting developments that will help us better serve our clients. Although Claris is independent of DFA, DFA is the Mutual Fund company we utilize to help structure and allocate our client’s portfolios, so the changes they are implementing will impact and benefit Claris […]
How to Avoid Curve Balls in Your Investment Strategy
In my early years of playing in the MLB, it was always said that one of the most difficult feats in all of sports is hitting a Major League curve ball. Yet many professional baseball players have successfully made a name for themselves by doing just that, although you may have a hard time listing […]
