DOWNLOAD PDF This downloadable PDF flowchart can help you analyze your situation We’ve seen many unprecedented events since the pandemic first hit, including mortgage refinances reach record highs, and rates reach record lows. It seemed everyone and their dog was...
DOWNLOAD This downloadable PDF flowchart can help you analyze the financial aspects Buying a home is often the first step people take toward building long-term wealth, so it’s important to understand the financial aspects of homeownership before taking the plunge....
What is cryptocurrency? How is it used as a form of money? Is it a good investment? In this Q&A, Tom Connelly, CFA®, CFP®, chief investment officer at Versant Capital Management, breaks down complex digital currencies with financial advisor Matt Miller, CFP®. They...
By Sean Campbell, CFP®, CDC® Getting a college degree is a goal for many US families and provides numerous benefits for the student, but college is expensive. According to the College Board’s College Cost Calculator, a child born in 2021 may need more than $222,000 to...
What you need to know about staying safe from hackers & cyberattacks Whether you are an individual at your personal computer or an employee at a corporation, we all must stay alert to the rising threat of cybercrime. In this video, Karl Bickmore, CEO of...
Monthly Market Report: June 2021 Energy Stocks Continue to Rally Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS U.S. Market Picks up Steam In the month of June, international developed stock markets returned -1.02%. The U.S. and...
