A Transformed Investor’s Reaction to Coronavirus By Dave Goetsch Executive Producer, The Big Bang Theory The news is full of stories about the coronavirus. It’s scary. My 10-year-old son came home from school today worried about it. We don’t know how many...
[vc_row][vc_column][vc_column_text] Tuning Out the Noise Keeping your eye on the ball for long term investing[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_column_text] For investors, it can be easy to feel overwhelmed by the...
The Coronavirus and the Global Financial Markets What are the economic consequences for investors? February 25, 2020 By Thomas Connelly, CFA, CFP President & CIO, Versant Capital Management, Inc. Broad stock markets around the world were down 1 to 4 percent...
Taxpayers should ask questions when hiring tax preparers: ADOR From The Arizona Department of Revenue The Arizona Department of Revenue (ADOR) says taxpayers need to be mindful when selecting their tax preparers this tax season, because they are ultimately responsible...
Your 2020 Tax Information Guide Keep up with the current tax laws Most of this year’s changes are tweaks to income or contribution limits, reflective of the effects of inflation in provisions within the tax guidelines. Here are the data points to be aware of in...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Hindsight Is 20/20. Foresight Isn’t. December 2019/ Via Dimensional Fund Advisors The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers...
