Conversations with Claris: What is the Role of a Wealth Advisor?

Hear from Chris Bettonville and Stan Royer of Claris Advisors on how wealth advisors can help you turn financial goals and objectives into reality in this segment of Conversations with Claris.

Watch the video on Vimeo.

Interested in learning more about our investment approach, or have a Conversations with Claris topic to suggest? Contact Claris Advisors below.

Share Button

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…
Read More.

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…
Read More.

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…
Read More.

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…
Read More.

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…
Read More.

Conversations with Claris: Cybercrime is on the Rise – How to Protect Your Personal and Financial Information

With the COVID-19 pandemic continuing its impact, opportunistic cybercriminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other…
Read More.