What is an average annual yield?
Use this number along with others for investment analysis.
3 min read
Mar 23, 2023
Kenneth Chavis IV
Senior wealth advisor at Versant Capital Management
Kenneth Chavis IV is a Senior Wealth Advisor at Versant Capital Management, a $900 million wealth management firm founded in Phoenix, AZ. Versant provides investment management, wealth strategy, financial planning, and tax advice to business owners, wealthy families, and women experiencing life transitions. Versant's advisors serve clients as fee-only fiduciaries, with an emphasis on growing and preserving multi-generational wealth.
Kenneth's career in the wealth management industry spans nearly a decade. In prior roles he served business owners and entertainers as a Senior Wealth Manager at LourdMurray and previously served executives, business owners and medical doctors as a Financial Advisor at Empirical Wealth Management.
Kenneth's experience includes providing advanced financial planning, retirement planning, tax planning and investment management to equity-compensated executives, business owners and engineers with stock compensation at many Fortune 100 companies on the West Coast, including Intel, Microsoft, Nike, Alphabet (formerly Google), Apple and Amazon.
Kenneth has received multiple industry awards and recognition, including the InvestmentNews 40 under 40 in 2023, the Investopedia Top 100 Financial Advisor in 2022 and 50 Under 50 by the Association of African-American Financial Advisors in 2021 and 2020, recognizing the most outstanding and influential Black and African American financial professionals in the country.
Kenneth has been interviewed on national television on the topics of personal finance, investing and the economy. He has also been quoted in financial media publications including Wall Street Journal, CNBC, Business Insider, TIME, Nasdaq, MarketWatch, NerdWallet, Bankrate and MoneyGeek.
Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Certificate in Financial Planning from Boston University and earned a Bachelor of Science in Business Economics from Hawaii Pacific University, where he graduated summa cum laude.
Kenneth is a member of the Financial Planning Association of Greater Phoenix and an advisory member of the Association of African American Financial Advisors.
Connect with Kenneth on LinkedIn and follow him on Instagram at @good4yourmoney.
Kenneth's latest articles
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How to handle the volatile stock market if you’re about to retire
Here’s how to handle a volatile stock market if you’re about to retire, according to experts.
5 min read Mar 23, 2023 -
Selling your home fast in Orlando
The Orlando market isn’t quite the “magic kingdom” it used to be.
7 min read Mar 23, 2023 -
Secure your savings and boost your returns: 5 ways to a better bank account
It’s the perfect time to double-check your accounts for safety and then look for higher yields.
5 min read Mar 23, 2023 -
Mutual funds: Pros and cons for investors
Mutual funds make it very easy to invest. But they come with some downsides to be aware of too.
6 min read Mar 17, 2023 -
Why it’s important for each spouse to have credit in their own name
My wife’s credit score has declined due to a lack of credit usage. Here’s how we’re trying to change that.
3 min read Mar 17, 2023 -
What is a government-sponsored enterprise (GSE)?
Fannie Mae and Freddie Mac are two of the best-known housing GSEs.
3 min read Mar 13, 2023 -
What is a shell company?
Not all shell companies are shady. Here’s why corporations may choose to use one.
3 min read Mar 03, 2023