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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Don’t Miss Open Enrollment
Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insu…
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Third Quarter 2017 Market Review
3Q 2017 Market Review The attached report features world capital market performance and a timelin…
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Protecting Your Identity
As the recent Equifax data breach continues to unfold, below are items you can do to help&nb…
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Charitable gifting from your IRA
In late 2015, Congress made permanent a rule that allows certain individuals the ability to make …
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World of Opportunities
When you hear the financial media, friends, family, and co-workers refer to the market, what come…
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2018 Social Security Benefit COLA
Do you feel like your Social Security benefits have not increased much lately? If so, you’d…
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Second Quarter 2017 Market Review
Q2 2017 Market Review The attached report features world capital market performance and a timelin…
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Investing for the Long-Term
Worried the current U.S. stock market run won’t last? The following chart of the S&P 500 by F…
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When Rates Go Up, Do Stocks Go Down?
Should stock investors worry about changes in interest rates? Research shows that, like stock pri…
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