Versant Capital Management, Inc.

Our offices will be closed tomorrow, Friday, June 19, in observance of Juneteenth. We wish everyone a wonderful holiday weekend.

Our Phoenix team recently stepped away from our desks and spent an afternoon volunteering with Art Heals Arizona.

Art Heals provides transformative opportunities for children to experience healing and self-expression through art. Our connection to this outstanding organization runs deep. Co-CEO Elizabeth Shabaker, CFP®, CDC®, has served on its Board of Directors for many years, and members of our team have supported Art Heals through volunteer service, gala leadership, art auctions, and other fundraising efforts.

Thank you to Art Heals for the warm welcome and for the difference you make every day in the lives of children and families across our community!

If you're a financial services professional who thrives on precision and ex*****on, and is looking for the next step in your career with an employee-owned multi-family office, we'd love to hear from you.

Learn more about the role and apply here >>> https://versantcm.com/client-operations-associate-dallas/

𝐌𝐚𝐣𝐨𝐫 𝐟𝐞𝐝𝐞𝐫𝐚𝐥 𝐬𝐭𝐮𝐝𝐞𝐧𝐭 𝐥𝐨𝐚𝐧 𝐜𝐡𝐚𝐧𝐠𝐞𝐬 𝐰𝐢𝐥𝐥 𝐭𝐚𝐤𝐞 𝐞𝐟𝐟𝐞𝐜𝐭 𝐨𝐧 𝐉𝐮𝐥𝐲 𝟏.

One of the most significant federal student loan overhauls in decades is about to take place, bringing changes to repayment options, Parent PLUS loans, and graduate student borrowing.

Students and families could benefit from reviewing their current loans and future education funding plans before the new rules begin.

Federal student loans change on July 1. Act now before choices narrow Major federal student loan changes arrive July 1. Experts urge borrowers to review plans now before their choices narrow.

The Trump Accounts for Children app is now rolling out.

The U.S. Treasury Department has launched the app, providing parents and guardians with a way to manage eligible children’s accounts. Families who enroll will receive instructions from the Treasury Department on how to activate and access their accounts.

Beginning July 4, 2026, the federal government will make a $1,000 contribution to eligible children’s Trump Accounts, with funds invested in a broad stock market index.

Read our updated article linked below with the latest information on the app rollout.

Understanding “Trump Accounts” for Children Meta description: Year-end retirement tax information for high-net-worth investors: RMDs, QCDs, HSA and IRA limits, and key deadlines to help with after-tax retirement outcomes.

Versant Capital Management is closed today in observance of Memorial Day. As we spend time with family and friends, we remember those who made the ultimate sacrifice in service to our country.

For many founders and entrepreneurs, selling a business feels like the finish line. But once the transaction closes, they often find themselves facing questions that have little to do with the balance sheet:

► How does this change my family, my relationships, and the future we’re building?
► How does my decision-making process change once the business is no longer driving every day?
► What should guide major decisions in the next phase of life?

In his latest article for the Forbes Finance Council, Royce Ramey, CFA explores why those who navigate this transition well tend to do one thing differently: They design around outcomes rather than tools.

This article is a thoughtful read for entrepreneurs, founders, and business owners preparing for a sale, succession event, or liquidity transition.

www.forbes.com

Happy Mother’s Day to our clients, the incredible moms on our team, and all the women whose care, guidance, strength, and support shape families and our communities every day. Wishing you a beautiful day surrounded by the people you love.

This year marked the 20th anniversary of the Dancing With the Stars Gala benefiting the National Kidney Foundation of Arizona, a nonprofit dedicated to raising awareness, providing assistance, and offering hope to Arizonans at risk of or affected by kidney disease.

We’re proud to have been a sponsor once again and to support the leadership behind this event. Shauna Vooris Connelly co-chaired this year’s gala, Thomas Connelly serves on the Foundation’s Board of Directors, and Elizabeth Shabaker and Shauna were recognized among past co-chairs during the evening.

It was an incredible night filled with energy, community, and purpose. Congratulations to the dancers and to the NKFAZ for 20 years of a truly special event!

International Women’s Day is an opportunity to recognize the countless contributions women make in our communities, workplaces, and families.

Women represent 60% of Versant Capital Management's team, contributing across every part of the firm—from co-ownership and leadership, to our advisor team, operations, client service, and administration.

For more than 22 years, our work has included supporting women as they navigate important life transitions that require strategic financial guidance.

We're grateful for the women who help shape our firm, and for the opportunity to serve women and families as they build their financial lives.