Versant Capital Management CEO Liz Shabaker, CFP®, announced today that Erin Itkoe, CFP®, CPA®/PFS, Senior Wealth Counselor at the firm, will take on the role of Director of Client Experience.
Habits are much more successful at changing our behavior than sheer willpower, so use good financial habits to build wealth on autopilot.
Prepared by Brandon Yee, CFA® & Tom Connelly, CFA® Commentary Developed Markets Sell Off– In the month of February, developed markets gave up most of their January gains. The [...]
Historical perspective U.S. equity market declines, present historical equity returns for various developed and emerging markets, and the benefits of being a globally diversified investor. Also, [...]
Don’t go it alone Why working with a financial advisor is key to your financial well-being James Taylor CFP®, Wealth Counselor Shortly after the 2016 presidential election, I received a frantic [...]