The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

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From Our Advisors

Monthly Market Report Versant Capital Management

MONTHLY MARKET REPORT: JANUARY 2019

Developed markets bounced back; emerging market bonds shine.

2018 Market Review

After logging strong returns in 2017, global equity markets delivered negative returns in US
Monthly Market Report Versant Capital Management

MONTHLY MARKET REPORT: DECEMBER 2018

Investors faced losses in every major developed equity market in 2018; was a tough
improving your financial health

Here’s the Prescription

Improving someone’s financial health is a lot like improving their physical health. The challenges
2018 year-end tax planning strategies

2018 Year-End Tax Planning Opportunities

Take advantage of deductions, maximize your retirement vehicles, and donate to qualified charities before
staying on course during market volatility

Staying on course during market volatility

During times of market stress, it can be difficult and even seem counterintuitive to
Cybersecurity & Data Protection

Cybersecurity and Data Protection

Four ways advisors can improve their cybersecurity and data protection to keep their clients’
Who we are and how we got here David Reich

What Tom’s Reading: MIT AgeLab, Project Baseline, and Who We Are And How We Got Here

Tom Connelly’s October reading recommendations, including “Who We Are And How We Got Here,”
Tech Support Scam

A new tech support scam

Stay vigilant Fraudsters have found a new way to infiltrate firms, compromise security, and