Geopolitical Risks Creating Uncertainty Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Fall In the month of February, international developed stock markets returned -1.56%. The UK and Pacific ex Japan recorded...
Versant Capital Management senior research analyst Brandon Yee, CFA, CAIA, recently spoke with Matt Miller, CFP, ChSNC, wealth counselor, about what the housing market has in store going forward, whether the cost of homes will continue to appreciate, the impact of...
Maximizing your savings By Larissa Grantham, CFP®, CDFA® A new year is a time to make resolutions, so what better way to impact your financial wellbeing than to check your retirement contributions to maximize your savings? Congress limits how much and when you can...
Your 2022 Tax Information Guide Keep up with the current tax laws Tax season is here and as April 2022 gets closer, it’s important to take note of all of the changes that may affect returns this year. The deadline this year isn’t April 15 but rather April 18 and...
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...
