Maximizing your savings By Larissa Grantham, CFP®, CDFA® A new year is a time to make resolutions, so what better way to impact your financial wellbeing than to check your retirement contributions to maximize your savings? Congress limits how much and when you can...
Your 2022 Tax Information Guide Keep up with the current tax laws Tax season is here and as April 2022 gets closer, it’s important to take note of all of the changes that may affect returns this year. The deadline this year isn’t April 15 but rather April 18 and...
Power of Diversification Brandon Yee, CFA, CAIASenior Research Analyst In light of recent market volatility and the near-certainty of future market pullbacks, developing a framework for thinking about and investing through market declines can help investors achieve...
DOWNLOAD DOCUMENT The start of a new year is an excellent time to consider factors that can influence your financial planning. Sometimes incremental changes that occur year-to-year may not seem important, but they can add up. Reviewing your plan can help protect and...
In this video, Tom and Matt discuss what actions Versant Capital Management takes to mitigate potential risks to our client’s portfolios due to inflation, rising rates, and other issues. They also look at other topics on investors’ minds heading into 2022, including...
Market Uncertainty Increases Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Face Volatility In the month of November, international developed stock markets returned -4.68%. Japan and the U.S. recorded returns of...
