Norm Miller, Senior Wealth Counselor The end of the year is fast approaching and it will be filled with holiday celebrations with family and friends. Time will be a valuable commodity in this last month. But this is also the time to address the important...
Commentary: U.S. Market Climbs Higher – For the month of November, developed market index returns were mixed. The United States and Canada posted the highest gains of 3.53% and 2.38%, respectively. Europe and Japan recorded the biggest drops. ...
Norm Miller, Senior Wealth Counselor Each fall, Duet, a non-profit organization that promotes health and wellbeing through a broad range of free services to older adults who need one-on-one support, sponsors a free financial planning workshop. The target...
A Versant staff member shares her personal story about the importance of having a rainy day fund. Laura Countiss, Portfolio Associate, Operations We’ve all heard the old adage advising us to save for a rainy day. But are you ready if that day comes? We...
Erin Itkoe, Senior Wealth Counselor When our kids go to college, we spend countless hours evaluating their housing options. Shouldn’t we do the same for ourselves as we age? A key component of long-term retirement planning is addressing current and future housing...
