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...
[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...
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...
[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...
