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Articles & Commentary

January 13, 2022

Women, Wealth & Impact: A Conversation with Ellen Remmer and Janine Firpo of Invest for Better

By Alison Pyott, CFP®, CPWA®

Growing the number of impact investors working to address the world’s most pressing problems has long been part of Veris Wealth Partners’ vision and mission. We wanted to highlight the efforts of Invest for Better, an organization founded by Ellen Remmer that is working to inspire women to harness the power of their money to create a better world through education, peer learning circles and community. Recently Ellen joined forces with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World, to expand their collective support for women investors. It has been wonderful to witness and support the success of this effort to empower women impact investors. I recently asked Ellen and Janine a few questions about Invest for Better and their approach to growing an impact movement focused on women.

December 16, 2021

The Data Shows Gender Lens Investing is Growing. There is More Work To Do.

By Alison Pyott, CFP®, CPWA®

The flow of assets into Gender Lens Investing (GLI) continues to grow rapidly. According to a new analysis by Veris Wealth Partners, asset growth in public market separately managed accounts (SMAs) doubled over the last two years – from $500M to over $1B in assets among 18 products.

November 3, 2021

How Can We Efficiently Mobilize Impact Capital for Climate Action and Justice?

By Nicole Davis, Partner and Senior Advisor

In 2021, Veris partnered with the Shift event series to bring together a variety of impact leaders for a conversation focused on climate action and climate justice. As moderator, I asked each of our panelists – Alex Amouyel, the Executive Director of MIT Solve; Christian Okoye, a Partner in Sidewalk Infrastructure Partners; Geoff Eisenberg, a Partner at Ecosystem Integrity Fund; and Melissa Weigel, Senior Director of Investment at NatureVest – to tell us about the climate solutions they are most excited about currently and examples of how they are bringing a climate justice lens into their own decision-making processes. Below, I share a few of the key insights that I took away from our conversation.

September 16, 2021

The SECURE Act New Era – Retirement & Financial Planning Reminders

By Tim Kingsbury

The December 2019 passage of the SECURE Act may feel like ancient history, but its effects resonate within a few key financial planning issues relevant to investors today. In this blog we will highlight some of the major changes between year-end retirement and financial planning issues.

August 18, 2021

The Money Talk: Talking to Your Children About Money

By Alison Pyott

There is no single best way to talk to your children about money, but many experts agree that a series of age-appropriate conversations are better than THE one big money talk. This includes weaving money conversations and lessons into everyday life to help your children build perspective, skills, and confidence.

Children are naturally curious and perceptive. They likely are creating assumptions and making judgments about their family’s financial situation vs. their peers. Starting a series of age-appropriate money talks early in life can help them understand what they need to know in the present while preparing them for the future.

June 9, 2021

There is a Strong Business Case for Racial Equity, But Investors Must Look Beyond the Data

By Stephanie Cohn Rupp

George Floyd was murdered by a white police officer on May 25th, 2020–just a few days before the anniversary of the Tulsa Massacre on June 1st. On that day in 1921 a white mob attacked, burned and bombed Tulsa’s Greenwood District; a thriving Black business area known as Black Wall Street. Hundreds of Black Tulsans were murdered and over thirty-five city blocks of homes and businesses were destroyed. Overnight, one of the most prosperous Black communities in the nation was reduced to ash and rubble.