Ducks in a Row

Ducks in a Row

Ducks in a Row Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and heartening triumphs. Setting goals...

U.S. Long-Term Asset Returns

[vc_row][vc_column][vc_column_text responsive_align=”left”]U.S. Long-Term Asset Returns: The search for perspective Brandon Yee, Research Analyst On a monthly basis, Versant Capital Management provides clients with total investment return data for...
Anchoring is dragging down your financial decisions

Anchoring is dragging down your financial decisions

Avoid focusing on irrelevant information to prevent dumb investing mistakes Mitchell Barr, Client Associate One of my favorite television shows is American Pickers. Two roughneck guys named Mike and Frank roam the backroads of America and buy rusty antiques from...

Equifax Data Breach

[vc_row][vc_column][vc_column_text]On July 29th, Equifax discovered a data breach that potentially impacted 143 million individuals, primarily in the US. The unauthorized access of data occurred from mid-May through July 2017. For those that don’t know, Equifax is a...
Costco and the annuity problem

Costco and the annuity problem

Spend less money with commitment devices Mitchell Barr, Client Associate I have a love/hate relationship with Costco. On the one hand, I love it because I can buy 500 garbage bags at a discounted price and not have to worry about garbage bags for two years. If...
COLLEGE PLANNING: WHY START NOW

COLLEGE PLANNING: WHY START NOW

[vc_row][vc_column][vc_column_text responsive_align=”left”]This article is authored by a premiere college advisor who specializes in helping young men and women figure out what “makes them tick” and using that to create educational pathways that win with...