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.

Must-reads from the Internet

From Our Advisors

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
survival techniques teach us about investing

What survival techniques teach us about investing

Survival skills and investing are similar in that they require a goal, skills, and
Monthly Market Report Versant Capital Management

MONTHLY MARKET REPORT: September 2018

In the month of September, energy edges higher as oil prices rise; interest rate
celebrity estate plan documents

Celebrities – Estate Planning Mistakes We All Make

Celebrities are no different from the rest of us. No one wants to talk

More good than bad: Long-term planning and investing

If we look at our lives as a whole, there is almost always more
Monthly Market Report Versant Capital Management

MONTHLY MARKET REPORT: August 2018

In the month of August, cash becomes a viable investment option as U.S. real

ALERT! Donations to nonprofits that generate AZ tax credits no longer fully deductible after Monday

U.S. Treasury Department/IRS Propose Regulations on State and Local Government Tax Credits; Arizona Tax