By Thomas J. Connelly, CFA, CFP Two new laws were enacted in March of this year. On March 23rd, President Obama signed the Patient Protection and Affordable Care Act that was passed by the Senate on December 24, 2009 and by the House of Representatives on March 21,...
By Thomas J. Connelly, CFA, CFP The 3.8% Medicare surtax on investment income that starts in 2013 is the primary issue here. The mitigation or avoidance of this surtax is achieved by the employment of two tactics; reducing investment income and/or reducing MAGI...
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...
Imagine what would happen to your family if you died unexpectedly. Even if you have a will and an estate plan in place, your spouse and children may feel rudderless without your guidance. They won’t be able to take advantage of what you might have taught them...
Do you have an eye for works of art, rare coins, antiques, or other items? We’ve become a nation of collectors. And this passion is especially pronounced among high net worth families. To make the most of collectibles as financial assets, follow these four...
