The difficulty of saving and investing for the future Mitchell Barr, Client Associate It’s always fun and sometimes embarrassing to look back at old pictures of yourself. There’s usually a lot of, “What was I wearing?” and “What was going on with my hair?” Pictures...
How recency bias makes us forget about history Mitchell Barr, Client Associate As I was relaxing poolside on July 4th shoveling my face with hot dogs and potato salad, my lovely grandmother, who is always looking out for me, asked about work. I told her I was starting...
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Versant Capital Management, Inc. The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it in real terms. One major challenge is to make the investment portfolio supply...
Erin Itkoe, Senior Wealth Counselor When our kids go to college, we spend countless hours evaluating their housing options. Shouldn’t we do the same for ourselves as we age? A key component of long-term retirement planning is addressing current and future housing...
