Estate Planning

Q1 2022 in Review

DOWNLOAD Versant Capital Management’s quarterly review of the financial markets features world capital market

The Conflict in Ukraine and Economic Outcomes

Update on current events, economic outcomes, and market impacts The Russian invasion of Ukraine

The Current Housing Market

Versant Capital Management senior research analyst Brandon Yee, CFA, CAIA, recently spoke with Matt Miller, CFP,

Your 2022 Tax Information Guide

Your 2022 Tax Information Guide Keep up with the current tax laws Tax season

Liz Shabaker Discusses Charitable Giving Tax Strategies

On Giving Tuesday, Versant Capital Management’s CEO Liz Shabaker, CFP, CDC, was a guest

Q3 2021 in Review

DOWNLOAD Versant Capital Management’s downloadable Market Review helps keep you up to date on

Should I consider refinancing my mortgage?

DOWNLOAD PDF ​This downloadable PDF flowchart can help you analyze your situation We’ve seen

What should I consider before buying a house?

DOWNLOAD This downloadable PDF flowchart can help you analyze the financial aspects Buying a

Q2 2021 in Review

Versant Capital Management’s Market Reviews help keep you up to date on what’s going

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