Power of Diversification Brandon Yee, CFA® In light of recent market volatility and the near certainty of future market pullbacks, developing a framework for thinking about and investing through market...
[vc_row][vc_column][vc_column_text][/vc_column_text][vc_column_text responsive_align=”left”]A month and a half had passed since the Tax Cuts and Jobs Act of 2017 was first introduced in Congress to the approval of the final version by the conference...
What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
[vc_row][vc_column][vc_column_text responsive_align=”left”] Cryptocurrency/Blockchain Technologies as an Investment Why it’s a Speculative Market Tyler J. Scott, Research Analyst Extrinsic vs Intrinsic Value Current cryptocurrency valuations are fueled by...
[vc_row][vc_column][vc_column_text responsive_align=”left”]U.S. Long-Term Asset Returns: The search for perspective Brandon Yee, Research Analyst On a monthly basis, Versant Capital Management provides clients with total investment return data for...
