DOWNLOAD DOCUMENT The start of a new year is an excellent time to consider factors that can influence your financial planning. Sometimes incremental changes that occur year-to-year may not seem important, but they can add up. Reviewing your plan can help protect and...
In this video, Tom and Matt discuss what actions Versant Capital Management takes to mitigate potential risks to our client’s portfolios due to inflation, rising rates, and other issues. They also look at other topics on investors’ minds heading into 2022, including...
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...
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...
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...
