Monthly Market Report: October 2023

Monthly Market Report: October 2023

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...
What does China Portend for Equity Investment Portfolios?

What does China Portend for Equity Investment Portfolios?

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...
3 Things to Consider Before Selling Your Business

3 Things to Consider Before Selling Your Business

PRINT SHARE Share On Facebook Share On X Share On Linkedin 3 Things to Consider Before Selling Your Business by Royce Ramey Are. You. Ready? For any business owner or entrepreneur, selling your business can be one of the biggest decisions you make. After all, for...
Guiding Your New Grad Toward Financial Success

Guiding Your New Grad Toward Financial Success

PRINT SHARE Share On Facebook Share On Twitter Share On Linkedin Guiding Your New Grad Toward Financial Success About four million people will graduate from college in 20231 and begin establishing careers. Graduates’ relationship with money can change...
US Dollar Drama

US Dollar Drama

PRINT SHARE Share On Facebook Share On Twitter Share On Linkedin US Dollar Drama The media is abuzz about foreign countries supplanting the US dollar with local currencies in trade and commodity deals. Also mixed in are news stories about an imminent catastrophic...
Volatility in the Banking Sector

Volatility in the Banking Sector

PRINT SHARE Share On Facebook Share On Twitter Share On Linkedin Volatility in the Banking Sector Last Friday, regulators in California took possession of Silicon Valley Bank (SVB), placing it under Federal Deposit Insurance Corporation (FDIC) receivership, following...