PRINT SHARE Share On Facebook Share On X Share On Linkedin 2023 Arizona Individual Tax Credits Versant Capital Management’s individual tax credit guide can help you navigate 2023 Arizona tax credits for charitable donations. It’s a great way to dictate where your tax...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Monthly Market Report: October 2023 Markets Decline in October Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP DEVELOPED MARKETS Developed Markets Continue to Fall International developed...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Tax & Financial Planning Strategic moves you can make before year-end 2023 By Elizabeth Shabaker, CFP, CDC Versant Capital Management’s holistic wealth planning approach incorporates investment...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Monthly Market Report: September 2023 Rising Interest Rates Create Headwind for Markets Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Continue to Fall...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Do I Need a Wealth Advisor? By Royce Ramey, CFA The short answer is that almost everyone would benefit from working with a wealth advisor. ► Do you work out at a gym with a trainer? ► Do you take golf, tennis,...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Looking Ahead 4th Quarter Market Observations By Thomas J. Connelly, CFA, CFPChief Investment Officer I would like to begin by emphasizing that, currently, most markets are far from bubble-like pricing. There...
