News & Resources
The latest and greatest from Verus.
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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Mid-year 2025 Market Review
Financial market review for the first half of 2025 This comprehensive market analysis provides cl…
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New Tax Bill
How Trump’s Megabill Will and Won’t Change Your Taxes The just-passed tax-and-spending package pr…
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Stay the Course
This Time Is Not Different — Stay the Course In times of uncertainty, it’s natural to feel overwh…
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Volatility, the Economy, and the Markets
Beginning of 2025 Market Review The first two and a half months of 2025 have been a whirlwind for…
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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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