News & Resources
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We offer big picture thinking with a small firm touch. Get insights into our approach with our latest news and financial, tax, and investment resources.
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Stay the Course
In times of uncertainty, it’s natural to feel overwhelmed — especially when headlines are loud, m…
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Volatility, the Economy, and the Markets
The first two and a half months of 2025 have been a whirlwind for the financial markets, with sig…
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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 predi…
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2024 Tax Return Preparation Agreement – Engagement Conditions and Limitations
Important Information for 2024 Verus Tax Clients. 2024 Tax Engagement Letter
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2024 Q3 Investment Report
As we close the third quarter of 2024, global financial markets have shown notable resilience ami…
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Presidential Elections and Markets
With the 2024 Presidential election right around the corner, many investors are wondering how it …
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2024 Q1 Investment Report
The attached report features world capital market performance and a timeline of events for the pa…
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Schwab Client Information Website
We are quickly approaching the Labor Day weekend and the TD Ameritrade-Charles Schwab & Co. c…
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Second Quarter 2023 Market Review
Q2 2023 Market Review The attached report features world capital market performance and a timelin…
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