Client Appreciation Recap: That’s a Winner!
On August 14th, Claris hosted a client appreciation event at Busch Stadium. The night began with Claris president Stan Royer and investment advisor Marty Brown sharing a few words on how […]
Are You a Collector of “Hot” Investments?
Each year investors are inundated with the idea of owning the next “hot” investment. Earlier this year, the Facebook IPO garnered a lot of attention from the financial media. The […]
Can Investors Learn Anything from the NBA Playoffs?
The National Basketball Association recently crowned their 2011-2012 champions. When the playoffs began, most basketball writers and analysts favored the San Antonio Spurs to win it all. The Spurs tied […]
Perspective on the Eurozone Crisis
With the Euro crisis now in its third year, most of the media continues to focus on the “bad” news. Why? Because human beings don’t like bad news. It makes […]
My First Lesson in the Financial Services Business
My first job out of college was with a subsidiary of a major US investment and insurance firm. It seemed too good to be true that a company of that […]
