2021 New Year Financial Checklists By Lisa Greve, Versant Capital Management The start of every new year brings the promise of new beginnings. It’s a time to think about setting goals and resolving to do new things. If one of your goals is to find new and better ways...
Liz Shabaker Receives CDC® Designation, is Dementia Care Certified® Phoenix, AZ, November 16, 2020 – Liz Shabaker, CFP®, the CEO at Versant Capital Management in Phoenix, AZ, has earned the CDC® (Dementia Care Certified) designation from Dementia Care...
Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution By Karen Umland, Senior Investment Director and Vice President | Ethan Wren, Senior Portfolio Manager and Vice President | Dimensional Emerging markets are an important part of a...
Financial Tips to Know When You Welcome a Baby to the Family Ryan Munroe, CFP® My wife and I recently welcomed a new addition to our family, a baby boy that we couldn’t be more excited about. Adding a chair to the dinner table can be a tremendous source of joy and...
Large and In Charge? Giant Firms atop Market Is Nothing New. Tech standouts are drawing attention for their perceived sway on stocks, but leaders become laggards. From Dimensional Fund Advisors with additions by Thomas Connelly, CFP, CFA. A top-heavy stock market with...
The IRS Expanded CARES Act Tax Breaks Notice 2020-50 Impacts Retirement Plan Distributions & Loans Sources: Forbes.com, accountingtoday.com. IRS.gov Last Friday the IRS expanded the number of taxpayers that qualify to tap into their retirement plans under the...
