PRINT SHARE Share On Facebook Share On X Share On Linkedin Tax & Financial Planning Strategic moves you can make before year-end 2023 By Elizabeth Shabaker, CFP, CDC Versant Capital Management’s holistic wealth planning approach incorporates investment...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Monthly Market Report: September 2023 Rising Interest Rates Create Headwind for Markets Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Continue to Fall...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Do I Need a Wealth Advisor? By Royce Ramey, CFA The short answer is that almost everyone would benefit from working with a wealth advisor. ► Do you work out at a gym with a trainer? ► Do you take golf, tennis,...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Looking Ahead 4th Quarter Market Observations By Thomas J. Connelly, CFA, CFPChief Investment Officer I would like to begin by emphasizing that, currently, most markets are far from bubble-like pricing. There...
PRINT SHARE Share On Facebook Share On X Share On Linkedin How to Help Protect Yourself Against Identity Theft By John Mason, Technology Manager Large-scale computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital...
