Versant Capital Management President and Chief Investment Officer Thomas Connelly, CFA®, CFP®, announced today that Liz Shabaker, CFP® – currently the firm’s chief operating officer and a [...]
Extreme Weather, Climate Change and What it Means for Reinsurance Markets Tyler J. Scott, Research Analyst What is Catastrophe Reinsurance How and Why does Versant use it in its Investment [...]
A month and a half had passed since the Tax Cuts and Jobs Act of 2017 was first introduced in Congress to the approval of the final version by the conference committee last week. Given this short [...]
Intra-family loans are a great way for parents to help their children accomplish big milestones, such as buying a house or starting a business. These loans leverage parents’ assets, while at the [...]
Prepared by Brandon Yee and Thomas Connelly Commentary International Equities Outperform in 2017– In 2017, developed markets recorded strong returns. Europe ex UK and Pacific ex [...]
The end of the year, tax news was dominated by the Tax Cuts and Job Acts, which was signed into law on December 22, 2017. Under the radar, however, Medicare made a change to the Income-Related [...]
Versant Capital Management President and Chief Investment Officer Thomas Connelly is quoted in CFA Institute Magazine’s September 2017 issue - Vol 28, No 3.
Versant Capital Management President and Chief Investment Officer Thomas Connelly is quoted in Financial Advisor Magazine’s January 2018 issue - Vol 28, No 3.