[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...
The difficulty of saving and investing for the future Mitchell Barr, Client Associate It’s always fun and sometimes embarrassing to look back at old pictures of yourself. There’s usually a lot of, “What was I wearing?” and “What was going on with my hair?” Pictures...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Wealth Management Firm, Phoenix What does it mean to be a top wealth management firm in Phoenix? An important component of managing a portfolio is understanding each family’s goals and keeping an...
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...
