Investing in the New Year: Remain Disciplined and Stick with the Plan
While 2022 was a down year for markets, 2023 has started with a bang. As anyone with experience investing in the capital markets will tell you, we will have years […]
How to Invest During High Inflation and Amid Recession Concerns
The current high-interest rate environment has sent many investors searching for viable investment strategies for a high inflation period such as this. Inflation and recession have been the two big, […]
Conversations with Claris: How Claris Works with Dimensional Fund Advisors
In this special segment of Conversations with Claris, Stan Royer sits down with Alex Guilbeau of Dimensional Fund Advisors (DFA) to explain how Claris works with DFA and why Claris […]
Conversations with Claris: How do ETFs Differ from Mutual Funds?
In this special segment of Conversations with Claris, Stan Royer visits with Alex Guilbeau of Dimensional Fund Advisors (DFA) to explain how ETFs compare to mutual funds, and the benefits […]
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 […]