Market Volatility & Investing

Market Volatility & Investing

Power of Diversification Brandon Yee, CFA, CAIASenior Research Analyst In light of recent market volatility and the near-certainty of future market pullbacks, developing a framework for thinking about and investing through market declines can help investors achieve...
2022: What issues should I consider at the start of the year?

2022: What issues should I consider at the start of the year?

DOWNLOAD DOCUMENT The start of a new year is an excellent time to consider factors that can influence your financial planning. Sometimes incremental changes that occur year-to-year may not seem important, but they can add up. Reviewing your plan can help protect and...
2022 Investor Outlook

2022 Investor Outlook

In this video, Tom and Matt discuss what actions Versant Capital Management takes to mitigate potential risks to our client’s portfolios due to inflation, rising rates, and other issues. They also look at other topics on investors’ minds heading into 2022, including...
Monthly Market Report: November 2021

Monthly Market Report: November 2021

Market Uncertainty Increases Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Face Volatility In the month of November, international developed stock markets returned -4.68%. Japan and the U.S. recorded returns of...
Liz Shabaker Discusses Charitable Giving Tax Strategies

Liz Shabaker Discusses Charitable Giving Tax Strategies

On Giving Tuesday, Versant Capital Management’s CEO Liz Shabaker, CFP, CDC, was a guest expert on Good Morning Arizona to discuss aligning your charitable giving with tax-smart giving strategies. For complete information on your tax situation, you should always...
Monthly Market Report: November 2021

Monthly Market Report: October 2021

Oil Prices Continue to Rise Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Rebound In the month of October, international developed stock markets returned 2.98%. Canada and the U.S. recorded returns of 7.61% and...