PRINT SHARE Share On Facebook Share On X Share On Linkedin 7 Ways to Maximize Charitable Giving in 2023 Our charitable giving guide offers ways to maximize your charitable giving impact to help improve your community while receiving potential tax breaks. That’s...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Tax & Financial Planning Strategic moves you can make before year-end 2023 By Elizabeth Shabaker, CFP, CDC Versant Capital Management’s holistic wealth planning approach incorporates investment...
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...
