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Articles & Commentary

May 22, 2026

Economic & Market Update: Q1 2026

The US economy grew at an annualized rate of 2% in the first quarter due to continued AI-related investments and resilient consumer spending, which increased due to demand for healthcare and financial services.¹Retail sales rose 1.7% in March,² driven by higher energy prices from the heightened global shipping and oil supply fractures. Discretionary spending continues to be supported by higher-income households as the K-shaped economy continues and larger tax refunds due to the 2025 tax bill,³ although lower-income households are using their tax refunds to pay down debt. Consumer sentiment weakened amid the rising energy costs but has not translated to lower consumer spending yet.

Images of two Family Wealth Report Awards - both awarded to Veris Wealth Partners. The categories are Women in Wealth Management (Company Contribution) and Diversity in Wealth Management (Company).

May 4, 2026

Veris Recognized as a Leading Firm for Women in Wealth Management & Diversity in Wealth Management

The 2026 Family Wealth Report Awards recognized Veris as an industry leader in two categories: Women in Wealth Management (Company Contribution) and Diversity in Wealth Management (Company).*

Family Wealth Report Magazine publisher ClearView Financial Media created this annual awards program to recognize the most “innovative and outstanding” firms, teams, and individuals serving families and family offices in North America.

March 16, 2026

Veris Spotlight: Senior Advisor Elena Ladygina

Elena Ladygina is a Partner, Senior Advisor, and Head of the New York City office at Veris. She serves as a voting member of the firm’s Investment Committee and Management Team. With two decades of experience, Elena provides comprehensive financial and investment guidance to individuals, families, and organizations, helping them align their financial assets with their values. She holds the CFA® Charterholder and CERTIFIED FINANCIAL PLANNER® certifications and focuses on navigating the complexities of wealth management for high net worth clients.

March 9, 2026

Symposium Briefing: Investing in the Women’s Sports Economy

Sunday March 8th was International Women’s Day, an annual celebration of the achievements of women and also a call to action to do more to advance gender equality across the globe. In the lead up to International Women’s Day, Veris was honored to sponsor the Investing in Women in Sports Symposium, a powerhouse event curated by Tuti Scott (Changemaker Strategies) and hosted by Julie Castro Abrams (How Women Invest). The energy in the room was incredible! There were many important insights by Symposium speakers, and we wanted to share a few of the key takeaways we heard for those who fully support this work but could not be there in person.

Photos of Philip Reeves and Todd Leverette of Apis & Heritage, Mark Watson of Potlikker Capital, and Lawrence Williams III of the De-Carceration Fund. The title of the article is spelled out in white lettering on a blue background: Trailblazing Black Leaders in Finance: Honoring Innovators Building an Equitable Economy

February 26, 2026

Trailblazing Black Leaders in Finance: Honoring Innovators Building an Equitable Economy

2026 marks the 100th year of Black History Month in the United States,¹ and the theme of this years’ event, as designated by The Association for the Study of African American Life and History (ASALH) is A Century of Black History Commemorations. With this theme ASALH urges us to explore how honoring Black history transforms the status of Black people in the modern world. In 2025, we celebrated Black History month by remembering the accomplishments of Black leaders in finance throughout American history. To honor this 100th anniversary milestone, Veris will shine a light on three of today’s trailblazing Black Fund Managers and the innovative ways they are working to build a more equitable society in 2026.

February 25, 2026

Economic & Market Update: Q4 2025

By Jane Swan, CFA and Roraj Pradhananga, CIMA & CPA

Executive Summary

Resilient Market Finish: US equities capped 2025 with double-digit returns (S&P 500 +16%), supported by broadening participation beyond the “Magnificent Seven.”
International Equities Lead the Way: Non-US markets led by emerging markets rallied, signaling a recovery in risk appetite beyond just domestic US stocks.
Fed Accommodation Continues: The Federal Reserve’s preemptive rate cuts to support labor markets is actively cushioning the economy against perceived recessionary pressures.

Labor Market Cooling: Hiring velocity has slowed significantly and unemployment is ticking upward, signaling a shift in economic momentum.¹
Consumer Strain (“K-Shaped” Impact): Persistent higher price levels and depleted savings are creating noticeable headwinds for low- and moderate-income Americans.
Policy & Trade Volatility: Unpredictable US trade tariffs and global policy shifts continue to inject uncertainty into the economy and markets.