Power of Diversification Brandon Yee, CFA® In light of recent market volatility and the near certainty of future market pullbacks, developing a framework for thinking about and investing through market...
Don’t go it alone Why working with a financial advisor is key to your financial well-being James Taylor CFP®, Wealth Counselor Shortly after the 2016 presidential election, I received a frantic call from a client. He and his wife wanted to sell all their investments...
Winter is coming, do you have a financial plan? Mitchell Barr, Client Associate Note: There are spoilers from the popular HBO series Game of Thrones in this article. With all the wisdom of Ned Stark, I will say it: Winter is coming! By “winter,” I’m referring to the...
Extreme Weather, Climate Change and What it Means for Reinsurance Markets Tyler J. Scott, Research Analyst What is Catastrophe Reinsurance How and Why does Versant use it in its Investment Strategy Reinsurance is purchased by primary insurers to reduce exposure to the...
[vc_row][vc_column][vc_column_text][/vc_column_text][vc_column_text responsive_align=”left”]A month and a half had passed since the Tax Cuts and Jobs Act of 2017 was first introduced in Congress to the approval of the final version by the conference...
Questions about tax reform are on everyone’s minds recently, but there are even more important financial questions that you should be addressing. Mitchell Barr, Client Associate There’s a mistake many people make when approaching financial advice. They treat financial...
