[vc_row][vc_column][vc_column_text] Monthly Market Report: January 2021 Markets Mixed to Start Year Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/6″][vc_single_image...
[vc_row][vc_column][vc_column_text] Monthly Market Report: December 2020 Markets Finish Year on High Note Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
2021 New Year Financial Checklists By Lisa Greve, Versant Capital Management The start of every new year brings the promise of new beginnings. It’s a time to think about setting goals and resolving to do new things. If one of your goals is to find new and better ways...
Monthly Market Report: November 2020 Positive COVID-19 Vaccine News Boosts Markets Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets on a Tear In the month of November, international developed stock markets rose by...
Liz Shabaker Receives CDC® Designation, is Dementia Care Certified® Phoenix, AZ, November 16, 2020 – Liz Shabaker, CFP®, the CEO at Versant Capital Management in Phoenix, AZ, has earned the CDC® (Dementia Care Certified) designation from Dementia Care...