What should I consider before buying a house?

What should I consider before buying a house?

DOWNLOAD This downloadable PDF flowchart can help you analyze the financial aspects Buying a home is often the first step people take toward building long-term wealth, so it’s important to understand the financial aspects of homeownership before taking the plunge....
What is Cryptocurrency, Parts 1 and 2

What is Cryptocurrency, Parts 1 and 2

What is cryptocurrency? How is it used as a form of money? Is it a good investment? In this Q&A, Tom Connelly, CFA®, CFP®, chief investment officer at Versant Capital Management, breaks down complex digital currencies with financial advisor Matt Miller, CFP®. They...
What Can You do Today to Save for Your Child’s College?

What Can You do Today to Save for Your Child’s College?

By Sean Campbell, CFP®, CDC® Getting a college degree is a goal for many US families and provides numerous benefits for the student, but college is expensive. According to the College Board’s College Cost Calculator, a child born in 2021 may need more than $222,000 to...
Cybersecurity Readiness

Cybersecurity Readiness

What you need to know about staying safe from hackers & cyberattacks Whether you are an individual at your personal computer or an employee at a corporation, we all must stay alert to the rising threat of cybercrime. In this video, Karl Bickmore, CEO of...
Monthly Market Report: June 2021

Monthly Market Report: June 2021

Monthly Market Report: June 2021 Energy Stocks Continue to Rally Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS U.S. Market Picks up Steam In the month of June, international developed stock markets returned -1.02%. The U.S. and...