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 and tax efficiencies ETFs bring to Claris clients.
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Employer-sponsored retirement plans have long been an excellent tool for employees to save and prepare for a future where they’re no longer required to work. According to the Bureau of
Following years of reactions ranging from hopeful speculation to fretful foreboding, the IRS has issued final regulations to clear up uncertainty surrounding changes to required minimum distributions (RMDs) and inherited
Welcome to the political season. While emotions and tensions typically run high during this time, we’ve been receiving questions about how this election season might impact the markets. My usual
