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Articles & Commentary

April 16, 2025

Cybersecurity Tips to Prevent Fraud and Protect Your Private Information

As technology evolves, cybercriminals are using new techniques to compromise their victims’ personal information, steal their identities, and commit fraud and theft. Veris is dedicated to protecting our clients from fraud and safeguarding your privacy and personal information. As part of our efforts, we will share a list of three simple and practical things you can do to help prevent hackers and cybercriminals from accessing your accounts.

Veris Wealth Partners, financial advisor to foundations, endowments and families, was selected as a finalist in five of the 2025 Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management (Company), Outstanding Contribution to Wealth Management Thought Leadership (Company), and Women in Wealth Management (Company Contribution).

March 24, 2025

Veris Wealth Partners named finalist for five 2025 Family Wealth Report Awards

Veris has been selected as a finalist in five of the 2025 Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management (Company), Outstanding Contribution to Wealth Management Thought Leadership (Company), and Women in Wealth Management (Company Contribution).

March 14, 2025

Investing in Reproductive Rights: Strategies and Tactics for Impact Investors

Veris and Gratitude Railroad convened an event focused on Investing in Reproductive Rights in Denver in early March of 2025. Stephanie Cohn Rupp, CEO of Veris and Chair of the Board of US SIF, said in her introductory remarks, “In conversations covering women’s health and reproductive rights, policy interventions and grant making opportunities are often highlighted, but we believe it is equally important to discuss the ways that this area of impact is also investible.”

Our goal for this session was to highlight a spectrum of approaches that investors can take to help expand women’s access to reproductive healthcare. Panelists Ruth Shaber, Rebekah Saul Butler, Erika Seth Davies, and Ronda Dean each brought their own unique perspective to the conversation. Below we share some of the key tactics and action steps suggested by the panelists, as well as a list of recommended resources for further exploration.

Title: Honoring 5 Trailblazing Black Leaders in Finance. followed by black and white photos of Maggie L. Walker, Richard R. Wright, Norman McGhee Sr., Lilla St. John, Travers J. Bell Jr.

February 28, 2025

5 Trailblazing Leaders in Finance

In honor of Black History Month, we will shine a light on a few of many transformative Black leaders that blazed new pathways in the field of finance. Each of these Americans achieved success through their work in banking and finance, often overcoming significant barriers along the way, and created new pathways that enabled other innovators to follow.

January 30, 2025

The Future of Sustainable Investing

By Stephanie Cohn Rupp

This is an excerpt of an article originally published by SustainableViews.

Despite headlines to the contrary, we believe market forces and consumer interest continue to shine a bright light on the future of sustainable investing. And as the incoming Board Chair of US SIF: The Sustainable Investment Forum and leader of impact-focused Veris Wealth Partners, I couldn’t be more excited about what is ahead. I’ve kept my ear to the ground as our industry grapples with challenges and opportunities that may arise in a second Trump administration and see significant opportunity.

Veris CAO and Senior Advisor Jane Swan and CIO Roraj Pradhananga Economic and Market Update published in January of 2025 with data from Q4 of 2024.

January 27, 2025

Economic & Market Update: Q4 2024

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

As we seek to update you on the state and the economy, we recognize that many of our clients and colleagues have limited their news consumption since the election. We are an engaged community, many of us on edge over the chaos and potential harm we may experience over the next four years. We pledge to continue keeping you updated on our fact-based interpretations of the economy and markets. We will continue to add our analysis about how the facts impact our themes of climate solutions and the environment, racial and gender equity, sustainable and regenerative agriculture, and community wealth building.