Volunteer Organization: Fresh Start Women’s Foundation. What is the purpose of the organization for which you volunteer? Fresh Start Women’s Foundation is all about women helping women. Its [...]
Mitchell Barr, Client Associate You are approaching your mid-sixties and retirement is a year or two away. Pretty soon you are going to enter the largest life transition since having kids or [...]
Lisa Greve, Marketing & Administrative Manager Have you noticed these signs at the airport? Passed by Congress in 2005, the REAL ID Act established security standards for state-issued [...]
Tom Connelly is the President and Chief Investment Officer at Versant Capital Management, Inc. His background is not only financial - he has considerable interests other than just making money.
Versant Capital Management, Inc. The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it in real [...]
Prepared by Brandon Yee and Tom Connelly Developed Markets Foreign Developed Markets have a Strong March– In the month of March, the broader developed markets posted a gain of 2.54%. [...]
Could you give a piece of advice to people hesitating whether to undertake volunteering? Start small and begin to learn how heartwarming and fulfilling helping others can be.
Each month we keep an eye out for interesting stories that Tom Connelly reads about financial news, investing, managing wealth, science, current events, and living a happy and healthy life.
Thwarting identity theft and data breaches By John Mason, Investment Technologies & Operations Manager Over the last couple of years, identity theft and data breaches have been [...]
Versant Volunteers Spotlight on Brandon Yee Volunteer Organization: Phoenix Children’s Hospital – Emerging Leaders What is the purpose of the organization for which you volunteer? “Established [...]