Versant Capital Management senior research analyst Brandon Yee, CFA, CAIA, recently spoke with Matt Miller, CFP, ChSNC, wealth counselor, about what the housing market has in store going forward, whether the cost of homes will continue to appreciate, the impact of...
Your 2022 Tax Information Guide Keep up with the current tax laws Tax season is here and as April 2022 gets closer, it’s important to take note of all of the changes that may affect returns this year. The deadline this year isn’t April 15 but rather April 18 and...
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...
