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...
DOWNLOAD DOCUMENT The start of a new year is an excellent time to consider factors that can influence your financial planning. Sometimes incremental changes that occur year-to-year may not seem important, but they can add up. Reviewing your plan can help protect and...
In this video, Tom and Matt discuss what actions Versant Capital Management takes to mitigate potential risks to our client’s portfolios due to inflation, rising rates, and other issues. They also look at other topics on investors’ minds heading into 2022, including...
Market Uncertainty Increases Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Face Volatility In the month of November, international developed stock markets returned -4.68%. Japan and the U.S. recorded returns of...
On Giving Tuesday, Versant Capital Management’s CEO Liz Shabaker, CFP, CDC, was a guest expert on Good Morning Arizona to discuss aligning your charitable giving with tax-smart giving strategies. For complete information on your tax situation, you should always...
Oil Prices Continue to Rise Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Rebound In the month of October, international developed stock markets returned 2.98%. Canada and the U.S. recorded returns of 7.61% and...
