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...
PRINT SHARE Share On Facebook Share On X Share On Linkedin How to Help Protect Yourself Against Identity Theft By John Mason, Technology Manager Large-scale computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital...
PRINT SHARE Share On Facebook Share On X Share On Linkedin What does China portend for Equity Investment Portfolios? In this video, Thomas Connelly, CFA, CFP, founder and Chief Investment Officer at Versant Capital Management, assesses China’s investment...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Elizabeth Shabaker appointed to Arizona Community Foundation’s Professional Advisory Board Phoenix, AZ – September 27, 2023 – Versant Capital Management, Inc., an independent family office, wealth management,...
