Conversations with Claris: Defining Wealth Management

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

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

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