When we think of financial planning, we tend to focus on retirement but often overlook risk management. Terms such as “impact investing” or “values-based investing”
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
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
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
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,
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
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 Advisors recently started a YouTube channel where viewers can find all of the Conversations with Claris episodes in one place. Check out our latest
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
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
Should you be investing in bitcoin? Is blockchain here to stay? Hear from Scott Iverson and Stan Royer as they discuss the pros and cons
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
The access to information on a local, national, and global scale has never been greater in our history. The internet and 24-hour news cycle have
Long before I joined Claris, Stan Royer, co-founder and President, routinely reminded clients to control what they can control. As you may imagine, I am
Tune in to this segment of Conversations with Claris to hear from Scott Iverson and Stan Royer of Claris Advisors on what true wealth management
Many of you have heard me say more than once “patience and discipline are by far the two most important ingredients for a successful investing
Tune in to our Conversations with Claris video series for answers to burning questions around finance and investing. Meet the Claris team in the first
2020 was a year many of us will likely remember, but it’s also a year that many of us would rather forget. 2021 is already
“Here’s to a bright New Year and a fond farewell to the old; here’s to the things that are yet to come, and the memories
As much as I would love to discuss the recent outperformance of value investing, we’ll have to save that for another day. As year-end nears,
Dimensional Fund Advisors (DFA), our long-term Mutual Fund partner, has a few exciting developments that will help us better serve our clients. Although Claris is
While almost everyone has been impacted as a result of the pandemic, retirees have faced their own unique set of challenges. Between maintaining their own
Over the years, myself and many of my evidence-based investing colleagues have noticed interesting reactions from our newer not-for-profit clients during times of market distress.
Every four years the citizens of the United States exercise their constitutional right to vote. It is also around this time of year that opinions,
Investors have started asking questions around a passive investing “bubble” they’ve been hearing about recently. The basic argument behind the financial press coverage of this
In my early years of playing in the MLB, it was always said that one of the most difficult feats in all of sports is
One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio.
As the economic and capital markets landscape continues to rapidly shift and evolve, the most common questions we receive from clients has changed in kind.
U.S. stocks have significantly outperformed international stocks in recent years. Further, U.S.-based multinationals are major players in the world economy. Here at Claris, we have
A critical component to your client experience with our firm is the formation of a robust investment plan to guide you and us as we
Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20. Scott
As evidence-based investors, Claris and our clients follow decades of Nobel Prize-winning research and tilt investment portfolios toward long-term sources of higher expected returns. These
Coming off years of strong investor confidence, volatility has become the name of the game. 2018 was a hard year for equity markets when, for
The bucket strategy is a commonly used investment strategy, dividing a retirement portfolio into at least two different accounts. One account is invested in a
It’s not unusual for someone to ask us why we exclusively use one mutual fund company to manage our clients’ portfolios. The simple answer: it’s
“Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have
