Discounting Dividends

Discounting Dividends

PRINT SHARE Share On Facebook Share On Twitter Share On Linkedin Discounting Dividends Why short-term recessions typically have little impact on long-term investments Presented by Tom Connelly, CFA, CFP, and Logan Robertson In a new video, Tom Connelly explains,...
Q2 2022 in Review

Q2 2022 in Review

DOWNLOAD SHARE Share On Facebook Share On Twitter Share On Linkedin Q2 2022 in Review Versant Capital Management’s quarterly review of the financial markets features world capital market performance and a timeline of events for the past quarter. It begins with a...
The Stealth Bear Market of 2022

The Stealth Bear Market of 2022

PRINT SHARE Share On Facebook Share On Twitter Share On Linkedin The Stealth Bear Market of 2022 Tom Connelly, CFA, CFP and Logan Robertson In this video, Tom Connelly, CFA, CFP, explains that though the US stock market has entered bear market territory, percolating...
Q1 2022 in Review

Q1 2022 in Review

DOWNLOAD Versant Capital Management’s quarterly review of the financial markets features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, features the returns of stock and bond asset classes in the US...
Monthly Market Report: March 2022

Monthly Market Report: March 2022

Inflation Hedges Providing Timely Protection for Investors Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Rebound In the month of March, international developed stock markets returned 1.16%. Pacific ex Japan and...
Arizona Individual Tax Credits

Arizona Individual Tax Credits

The following guide is to help you navigate the 2021 Arizona tax credits for charitable donations. Donations are no longer eligible for a federal charitable deduction if you receive a credit for Arizona purposes. The donations are eligible as a deduction on your...