“Grandpa, tell me ‘bout the good old days”

“Grandpa, tell me ‘bout the good old days”

How recency bias makes us forget about history Mitchell Barr, Client Associate As I was relaxing poolside on July 4th shoveling my face with hot dogs and potato salad, my lovely grandmother, who is always looking out for me, asked about work. I told her I was starting...
Wealth Management

Wealth Management

Wealth Management Table of Experts:  Protecting Your Legacy Thomas Connelly, President & CIO, Versant Capital Management, Inc. Liz Shabaker, Principal & COO, Versant Capital Management, Inc. Scott Horn, President, TFO / Scott Porter, Sr. VP, Bennett &...
It started with a piggy bank

It started with a piggy bank

[vc_row][vc_column][vc_cta h2=””]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...
Greed has a drinking problem

Greed has a drinking problem

Why you might be taking on more investment risk than you should Mitchell Barr, Client Associate Friday afternoon happy hour is one of the great traditions of working in business. The sleeves get rolled up and another week gone by is celebrated with a few cocktails to...
What Tom’s Reading:  Predict it!

What Tom’s Reading: Predict it!

[vc_row][vc_column width=”2/3″ css=”.vc_custom_1498685691432{padding-top: 50px !important;}”][vc_column_text] The Other One Percent: Indians in America By Sanjoy Chakravorty, Devesh Kapur and Nirvikar Singh Indian-born Americans in the US today...