Conversations with Claris: Distribution Phase Planning

When we talk to clients about retirement, the focus often tends to be on the accumulation phase where time is spent building up funds to support the desired lifestyle. Hear from Claris President Stan Royer and Senior Vice President + Wealth Advisor Scott Iverson as they discuss the importance of distribution phasing and how it […]

Conversations with Claris: Sustainable Investing — How to Integrate Your Values

When we think of financial planning, we tend to focus on retirement but often overlook risk management. Terms such as “impact investing” or “values-based investing” are becoming more common. Hear from Claris President Stan Royer and Portfolio Advisor Christopher Bettonville as they dive into ways that you can integrate your personal values when making key […]

Conversations with Claris: Financial Planning and Risk Management

When we think of financial planning, we tend to focus on retirement but often overlook risk management. Hear from Claris President Stan Royer and Wealth Advisor Christopher Schroeder as they discuss key aspects of planning such as various insurances that should be in place to create a solid financial plan for today and the future. […]

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 Vice President and Wealth Advisor Scott Iverson as they discuss these different investment accounts and how they play a role in your portfolio. Watch the […]

Conversations with Claris: Fee Reductions

Fees play an important part when it comes to understanding your investments. Hear from Claris President Stan Royer and Portfolio Advisor Chris Bettonville as they discuss mutual fund fee reductions over the past few years and how this positive change impacts your portfolio. Watch the video on YouTube. Interested in learning more about our investment […]