2024 Q3 Investment Report
As we close the third quarter of 2024, global financial markets have shown notable resilience amid ongoing economic uncertainties. Despite many pundits warning of a difficult September, U.S. stocks posted modest gains for...
Presidential Elections and Markets
With the 2024 Presidential election right around the corner, many investors are wondering how it will impact their portfolios. Read more
Verus Graduating Class of 2024!
“Your imagination is your preview of life’s coming attractions.” ...
2024 Q1 Investment Report
The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes...
Schwab Client Information Website
We are quickly approaching the Labor Day weekend and the TD Ameritrade-Charles Schwab & Co. conversion. We know you are receiving a lot of information regarding the transition, but we thought having a...
Second Quarter 2023 Market Review
Second Quarter 2023 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Verus Graduating Class of 2023
“Go into the world and do well. But more importantly, go into the world and do good.” – Minor Myers, Jr. Here at Verus, we look forward to the summer...
First Quarter 2023 Market Review
First Quarter 2023 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
2022 Tax Return Preparation Agreement – Engagement Conditions and Limitations
Important Information for 2022 Verus Tax Clients. 2022 Tax Preparation Agreement.
Verus Graduating Class of 2022
Here at Verus, we value our relationships with the clients we serve and those on our team who serve with us. It is a privilege to watch as the children of our office...
Preventing Identity Theft
Protecting Your Identity You are uniquely you, an individual with your own set of identifiers and a life worth living. Sometimes other people see how great you are and decide they want to...
2023 Tax Return Preparation Agreement – Engagement Conditions and Limitations
Important Information for 2023 Verus Tax Clients. 2023 Tax Engagement Letter