[vc_row][vc_column][vc_column_text responsive_align=”left”] 2017 Year-End Tax Planning Opportunities Tax Reform Uncertainty Norm Miller, Senior Wealth Counselor The end of the year is fast approaching and it will be filled with holiday celebrations with...
How behavior is contributing to the meteoric rise of cryptocurrencies Mitchell Barr, Client Associate In the movie Old School, Will Ferrell’s character is a middle-aged man named Frank who’s reliving his college glory days. My favorite scene is where Frank has a few...
Randomness and luck affect your investments more than you think Mitchell Barr, Client Associate The last horse was loaded into the gate and the crowd focused in with only moderate enthusiasm. It was the 131st running of the Preakness stakes. The race was not thought...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Tips for preventing fraud Cybercrime and fraud are serious threats and constant vigilance is key. While Versant Capital Management plays an important role in helping protect your assets, you can...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Napa and Sonoma Why you should visit now Early on the morning of October 9, my colleague Laura Countiss and I were driving to the airport on our way to Napa for a conference. We were looking...
Are you making financial decisions with System 1 or System 2? Mitchell Barr, Client Associate When I wake up in the morning I mosey over to the coffee maker and turn it on before hopping in the shower. I comb my hair, brush my teeth, grab my coffee, and then I’m off...