2020 Annual Market Review

1.19.21 | Investments

2020 Annual Market Review The year 2020 will go down as one of the most challenging years in recent memory. A global pandemic followed by economic, political, and social unrest left many people...

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2020 Year-End Tax Planning for Individuals

12.9.20 | Tax Planning

As the end of 2020 approaches, we can all agree that this year is unlike any other. The coronavirus pandemic and natural disasters have had a significant impact on the tax situation for...

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Third Quarter 2020 Market Review

10.6.20 | Investments

Third Quarter 2020 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

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Market Returns During Election Years

9.8.20 | Investments

Summer is behind us and many are preparing for additional months of in-home education as schools remain predominantly closed.  While Labor Day likely felt different than in past years, our ability as a...

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Second Quarter 2020 Market Review

7.10.20 | Uncategorized

Second Quarter 2020 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

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Verus Graduating Class of 2020

5.28.20 | Personal

If 2020 has taught us anything it is the art of adapting to an ever changing way of life.  It has pushed most of us into forms of living and working that are...

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Fourth Quarter 2019 Market Review

1.14.20 | Investments

Fourth Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

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Cybersecurity Month

10.28.19 | Financial Planning

While October is best known for beautiful foliage, Halloween candy, and the unpacking of cozy sweaters, it is also Cybersecurity Month. Protecting your digital existence is critical for your financial well-being. Provided below...

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Third Quarter 2019 Market Review

10.8.19 | Investments

Third Quarter 2019 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...

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Second Quarter 2019 Market Review

7.11.19 | Investments

Second Quarter 2019 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...

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