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Conversations with Claris: Financial Planning and Risk Management

When we think of financial planning, we tend to focus on retirement but often overlook risk management. Hear from Claris President Stan Royer and Wealth Advisor Christopher Schroeder as they discuss key aspects of planning such as various insurances that should be in place to create a solid financial plan for today and the future.

Conversations with Claris: 401K, IRA, Stocks...Do I Need Them All?

With so many avenues you can take to invest your wealth, it can be challenging to understand where your dollars matter most. Hear from Claris President Stan Royer and Senior Vice President and Wealth Advisor Scott Iverson as they discuss these different investment accounts and how they play a role in your portfolio.

Conversations with Claris: Fee Reductions

Fees play an important part when it comes to understanding your investments. Hear from Claris President Stan Royer and Portfolio Advisor Chris Bettonville as they discuss mutual fund fee reductions over the past few years and how this positive change impacts your portfolio.

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 from Claris President Stan Royer and Wealth Advisor Chris Schroeder as they walk through a checklist of items to review now to make sure your investment portfolio matches your goals going into 2022.

Conversations with Claris: What is an Exchange Traded Fund (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 President and Wealth Advisor Scott Iverson as they explain what an ETF is and the pros and cons of having them in your portfolio.

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 Portfolio Advisor Chris Bettonville as they describe the difference and how they affect expected returns for your investment strategy.

Conversations with Claris: Protecting Your Personal and Financial Information from Cyber Crime

Cyber crime is on the rise, with 54% of losses resulting from human or technical error. Is your personal and financial information protected? Hear from Chris Schroeder as he describes current scams to watch out for and how to protect yourself.

Conversations with Claris: Rethinking Cryptocurrency

Should you be investing in cryptocurrency? Is blockchain here to stay? Hear from Scott Iverson and Stan Royer as they discuss the pros and cons of this new type of investment opportunity.

Conversations with Claris: What is the Value of an Advisor?

Hear from Chris Schroeder and Stan Royer of Claris Advisors on how wealth advisors add value with their investment knowledge, expertise and guidance in this segment of Conversations with Claris.

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 help manage a client’s goals and objectives in this segment of Conversations with Claris.

Conversations with Claris: Defining Wealth Management

Hear from Scott Iverson and Stan Royer of Claris Advisors on what true wealth management is and isn’t in this segment of Conversations with Claris.