The Veris Blog

The Veris blog expresses the diversity of thought and opinion at our firm. We also present other points-of-view of those we appreciate and admire.

SECURE Act 2.0: What Does this New Law Mean For You?

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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Why Veris is a B Corp

Veris is a B Corp because we believe in the power of business as a force for good. There are many reasons why a company might consider becoming a B Corp. Here are a few examples of the benefits of B Corp Certification that we have seen.

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A Look at a Few of the Potential Benefits & Limitations of The Inflation Reduction Act & Biden Student Loan Forgiveness Plan

August 2022 saw encouraging news coming from Washington with the passage of the Inflation Reduction Act (IRA)1 and the introduction of the Biden Student Loan Forgiveness plan.2 The potential effects of these initiatives are too extensive to unpack quickly, but this brief overview offers insights into a few of the most promising benefits and some of the limitations.

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ESG Critics Are On The Wrong Side of History

Environmental, Social, and Governance (ESG) investing is facing a new round of criticism from American conservative leaders. Senator Ted Cruz, to offer one example, has framed BlackRock’s ESG policies as “abusing the market.” More alarming to me, are the new state-level policy attacks on ESG led by elected officials from across the United States.

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The End of Roe

Veris Wealth Partners condemns the Supreme Court’s disgraceful decision overturning Roe v. Wade.

We share the sorrow expressed by Justices Breyer, Sotomayor, and Kagan in their dissenting opinion in the case of Dobbs v. Jackson Women’s Health Organization and we find it appalling that women in the United States no longer have a federally guaranteed constitutional right to abortion access.

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