2019 Year-end Tax Planning
Take advantage of deductions, maximize your retirement vehicles, and donate to qualified charities before
Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.
Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.
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From Our Advisors
MONTHLY MARKET REPORT: OCTOBER 2019
International developed stock markets gained. The Japanese and Europe ex UK equity markets recorded
MONTHLY MARKET REPORT: SEPTEMBER 2019
International developed stock markets gained 2.81%. The UK and Japanese equity markets recorded strong
MONTHLY MARKET REPORT: AUGUST 2019
Trade uncertainty rattles markets and the U.S. Dollar strengthens against the British Pound and
The Uncommon Average
The Uncommon Average “I have found that the importance of having an investment philosophy—one
The Randomness of Global Equity Returns
The Randomness of Global Equity Returns Investment opportunities exist all around the globe. Across
Elizabeth Shabaker of Versant Capital Management a Finalist for The ATHENA Businesswoman of the Year Award
Liz Shabaker, CEO at Versant Capital Management, is one of 11 finalists for The
MONTHLY MARKET REPORT: JULY 2019
Trade uncertainty rattles markets and the U.S. Dollar strengthens against the British Pound and
