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...
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...
DOWNLOAD This downloadable PDF flowchart can help you analyze the financial aspects Buying a home is often the first step people take toward building long-term wealth, so it’s important to understand the financial aspects of homeownership before taking the plunge....
DOWNLOAD Q2 MARKET REPORT Versant Capital Management’s Market Reviews help keep you up to date on what’s going on in the finance world and puts your portfolio into context. Here’s a brief look back at investment market performance from the second quarter of 2021....
