By Mitchell Barr, Client Associate Do you remember how you felt when you turned 16 years old? 30? 50? These are milestone birthdays when people tend to feel like they are going through a transformative change in their life. Think Molly Ringwald in the 80s film...
Our personal comfort level with financial risk tolerance doesn’t change much over time, no matter how much information we have at our fingertips to ease concerns. At Versant, we use the FinaMetrica test to assess our client’s risk tolerance. (FinaMetrica has gained...
Prepared by Brandon Yee and Tom Connelly [mk_fancy_title tag_name=”h3″ size=”20″ line_height=”24″ font_weight=”inherit” letter_spacing=”0″ font_family=”none” margin_bottom=”10″...
