The US economy remains resilient, supported by consumer spending with strong labor and housing markets. Manufacturing data and other leading economic numbers suggest a possible slowdown could still be ahead.
Financial advisors and estate planning attorneys are now considering the implications of a potential sunset of the current lifetime exclusion for gifts and estates.
Veris won two 2023 Wealth for Good Awards & CIO Michael Lent won Outstanding Individual Contribution in Wealth For Good.
Sandra Guerrero explains why she believes expanding access to financial education is a way to grow wealth in Hispanic communities in the US.
Veris has a 100% focus on impact and ESG investing and we strongly object to New Hampshire Executive Order 2023-03. I want to express my concerns and discuss what ESG investing is and is not.
“We are honored to receive this recognition of our firm’s leadership in our industry and dedication to ESG in our investment approach and platform,” said Veris CEO Stephanie Cohn Rupp.
Transgender Day of Visibility celebrates the lives of transgender people while raising awareness of the discrimination that trans people face every day.
To help you better understand the US debt ceiling debate – and how your portfolio might be impacted – here is a look at the situation now in context of what happened when we last faced a near-default in 2011.
As part of the attacks on ESG, an important vote was passed by the US Senate which is worthy of note to all ESG investors and the Veris network.
The Securing a Strong Retirement Act, otherwise known as SECURE Act 2.0, was passed into law in December of 2022. This legislation changes hundreds of rules related to 401(k), 403(b), traditional and Roth IRAs and other types of retirement accounts. Here are five provisions in SECURE 2.0 that you might want to be aware of.
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