The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

Seniors

staying on course during market volatility

Staying on course during market volatility

During times of market stress, it can be difficult and even seem counterintuitive to
Cybersecurity & Data Protection

Cybersecurity and Data Protection

Four ways advisors can improve their cybersecurity and data protection to keep their clients’
Tech Support Scam

A new tech support scam

Stay vigilant Fraudsters have found a new way to infiltrate firms, compromise security, and

New 2018 Medicare Surcharges

The end of the year, tax news was dominated by the Tax Cuts and

“Grandpa, tell me ‘bout the good old days”

How recency bias makes us forget about history Mitchell Barr, Client Associate As I

Duet Financial Planning Workshop

Norm Miller, Senior Wealth Counselor   Each fall, Duet, a non-profit organization that promotes

Planning For Housing in the Golden Years

Erin Itkoe, Senior Wealth Counselor   When our kids go to college, we spend

How Technology Will Change the Way We Age

Liz Shabaker, Principal & COO    Last month I attended the Schwab Impact Conference