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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2024 Tax Engagement Letter
Important Information for 2024 Verus Tax Clients.
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2024 Q3 Investment Report
2024 Q3 Investment Report As we close the third quarter of 2024, global financial markets have sh…
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Presidential Elections and Markets
Presidential Elections & Markets With the 2024 Presidential election right around the corner,…
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2024 Q1 Investment Report
2024 Q1 Investment Report The attached report features world capital market performance and a tim…
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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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2023 Q2 Investment Report
Q2 2023 Market Review The attached report features world capital market performance and a timelin…
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2023 Q1 Investment Report
Q1 2023 Market Review The attached report features world capital market performance and a timelin…
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Preventing Identity Theft
Be Proactive Protecting Your IdentityYou are uniquely you, an individual with your own set of ide…
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2022 Q2 Investment Report
Q2 2022 Market Review As the markets continue to be volatile and the economic news worrying, our …
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