Conversations with Claris: Year-End Planning Checklist
While year-round planning is important for your investment strategy, there are a few things to take a look at during year-end, including trusts, wills, RMDs, investment activity and more. Hear […]
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: What is the Difference Between Value and Growth Stocks?
What are growth companies or stocks, and how do they differ from value stocks in your portfolio? Is one better than the other? Hear from Claris President Stan Royer and […]
Watch Conversations with Claris on YouTube
Claris Advisors recently started a YouTube channel where viewers can find all of the Conversations with Claris episodes in one place. Check out our latest episodes on Protecting Your Personal […]
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 […]
