Part one of a 3-part series about a financial life journey: Penny was planning for her financial future before she learned to crawl or speak. A piggy bank with “Penny” inscribed across its belly [...]
Tom Connelly is the President and Chief Investment Officer at Versant Capital Management, Inc. His background is not only financial - he has considerable interests other than just making money.
Prepared by Brandon Yee and Thomas Connelly Commentary Developed Markets Record Strong Month – In the month of July, international developed markets outperformed U.S. equities. [...]
Liz Shabaker recommends Stone Edge Farm Estate Vineyards & Winery in Sonoma, CA for their Cabernet Sauvignon and Red Bordeaux, as well as Cowgirl Creamery's cheese-of-the-month club. Also, ideas [...]