On Giving Tuesday, Versant Capital Management’s CEO Liz Shabaker, CFP, CDC, was a guest expert on Good Morning Arizona to discuss aligning your charitable giving with tax-smart giving strategies. For complete information on your tax situation, you should always...
Oil Prices Continue to Rise Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Rebound In the month of October, international developed stock markets returned 2.98%. Canada and the U.S. recorded returns of 7.61% and...
DOWNLOAD Versant Capital Management’s downloadable Market Review helps keep you up to date on what’s going on in the finance world and provide context around your investment portfolio. Here’s a brief look at investment market performance from the third quarter of...
How to get a digital record or printed replacement card By Lisa Greve More and more, people are required to show proof of their Covid-19 vaccine record for their jobs, when traveling, attending public events, or entering some places of business. Unfortunately, there...
Rising Interest Rates a Headwind for Markets Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA DEVELOPED MARKETS U.S. Market Drops In the month of September, international developed stock markets returned -2.87%. Japan and Canada recorded returns of 2.75%...
DOWNLOAD PDF This downloadable PDF flowchart can help you analyze your situation We’ve seen many unprecedented events since the pandemic first hit, including mortgage refinances reach record highs, and rates reach record lows. It seemed everyone and their dog was...
