Estate Planners can Learn Lessons from David Bowie’s Will By Bruce D. Steiner A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...
By Allison Bressi, Compliance & Administrative Manager At Versant Capital Management, we stay apprised of the latest information pertaining to ethical conduct in the financial industry. Recent studies by the Financial Industry Regulatory Authority (FINRA),...
By Norm Miller, Senior Wealth Counselor My wife and I moved to Arizona from California in 1999 and I took some time off from work to explore whether I wanted to remain in engineering or pursue a new career in my late 40s (it’s great to have such a supportive...
Versant was chosen as a top financial advisor for its independence, its fee-only compensation structure, its service to the community, and its multi-generational client focus, among other criteria. AdvisoryHQ News was launched in 2015 and is a “review...
Find out about the potential risks of market timing versus a buy-and-hold investment strategy Market timing is an investing strategy in which the investor tries to identify the best times to be in the market and when to get out. Market timing is often used by brokers,...
