By Thomas J. Connelly, CFA, CFP Eventually, sooner rather than later, newspaper headlines will trumpet a new record high for the Dow Jones Industrial Average and the S&P 500 index. At 14,029, the Dow is just a 1% rise from its record closing high of 14,164.53 set...
By Thomas J. Connelly, CFA, CFP The map you see on this page has been widely circulated among professional investors, and it tells an astonishing story. The circle encloses less than an eighth of the world’s total land mass, but it includes more than half of...
By Matt Dundas Technology and lax regulations have transformed the stock market from an honest, capital-allocating machine into a smoke-and-mirrors carnival game – at least that’s what Michael Lewis claims in his latest book, Flash Boys: A Wall Street Revolt. Lewis’...
Thomas J. Connelly, CFA, CFP®, President & Chief Investment Officer It has been said that one of the primary jobs of an investment adviser is to lean against the wind—to espouse caution when others are exuberant, and to promote optimism when everyone else is...
Basic estate plan documents everyone should have By Erin Itkoe, Senior Wealth Counselor It doesn’t matter if you are single, married, young, old, wealthy, or poor, there are a few basic estate documents all adults should have completed and executed. No ifs, ands, or...
Protecting Yourself Through Good Security Habits By Allison Bressi, Compliance & Administrative Manager Versant Capital Management is committed to keeping your personal, identifying information safe from malicious actors. In recent months, several Versant clients...
