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2024 Annual Market Review

2024 Annual Market Review

After a 26% total return from the S&P 500® Index in 2023, few predicted 2024 would deliver another big year of gains for U.S. stocks. But it did.

  • 2026 Q1 Investment Report

    Financial market review for the first half of 2026 A volatile start to the year driven by geopoli…

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  • 2025 Tax Engagement Letter

    Important Information for 2025 Verus Tax Clients. 2025 Tax Engagement Letter

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  • 2025 Year-End Review

    2025 Market Review As we close the books on 2025, it’s worth reflecting on what proved to b…

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