The strong market performance of 2023 means this year’s required minimum distributions (RMDs) are very likely to rise for many retirees. For most, we’d expect that retirement accounts have recovered
What a great evening we had at our recent event with special guest Theron Schaub. His magic and mind reading are truly amazing. Theron even managed to weave in some
More often than not, when people think of retirement savings, the thought of their company health insurance plan doesn’t cross their mind. It’s about time that it does. In fact,
The unique relationship Claris Advisors shares with our affiliate Anders CPAs + Advisors was one of the major reasons I joined the firm. Trends in wealth management indicate that greater
A closer look at the latest US banking crisis reveals a surprise to anyone still thinking in terms of the crash of 2008. Unlike the problems of 2008, crummy and
Many newer investment advisors and consumers have not seen economic conditions like we have today. Seasoned advisors, who have experienced fluctuating markets and a variety of economic events in the
While 2022 was a down year for markets, 2023 has started with a bang. As anyone with experience investing in the capital markets will tell you, we will have years
The current high-interest rate environment has sent many investors searching for viable investment strategies for a high inflation period such as this. Inflation and recession have been the two big,
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
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” are becoming more common. Hear
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
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
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
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
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
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
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
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
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
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 of cryptocurrency as a new
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
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 brought a whole new level
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 consistently asked by non-clients (who
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 is and what it isn’t.
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 experience”. Let’s take a closer
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 video of the series. Watch
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 shaping up to be another
“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 we hold.” – Unknown As we
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, let’s take a look at
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 independent of DFA, DFA 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 health and safety, considering how
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. Frequently, we will be asked
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, predictions and prognosticators reappear after
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 “bubble” is that the popularity
