Time is running out to get the REAL ID

Time is running out to get the REAL ID

No domestic travel without it after October 2020 By Lisa Greve, Versant Capital Management Marketing & Administrative Manager Passed by Congress in 2005, the REAL ID Act established security standards for state-issued driver’s licenses and identification cards....
Acquiring Your First Credit Card

Acquiring Your First Credit Card

[vc_row][vc_column][vc_column_text] Acquiring Your First Credit Card Establishing good credit for young consumers Brian Poe, CFP®, ChFC® A frequent topic of discussion is how young consumers can establish and build credit. Building good credit habits is essential...
2018 Market Review

2018 Market Review

[vc_row][vc_column][vc_column_text] 2018 Market Review After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record...
Here’s the Prescription

Here’s the Prescription

Improving someone’s financial health is a lot like improving their physical health. The challenges associated with pursuing a better financial outcome include diagnosis of the current situation, development of the appropriate course of action, and sticking with the...
2018 Year-End Tax Planning Opportunities

2018 Year-End Tax Planning Opportunities

Erin Itkoe, CFP®, CPA®/PFS The end of the year is the time for celebrating the holidays with family and friends. It is also an opportune time to take advantage of tax planning strategies before the calendar flips to January. With the passing of the Tax Cuts and Jobs...
Staying on course during market volatility

Staying on course during market volatility

Resist the temptation to react Sometimes, the best reaction is no action at all. Consider a soccer analogy. During a penalty kick, a soccer goalie must make a split-second decision to stay put in the center of the goal, jump left, or jump right. Behavioral economist...