By Jane Swan, CFA, Senior Wealth Manager
Hurricanes, fires, earthquakes, marches, market growth, a new tax plan and some unbelievable tweets – 2017 was an unforgettable year. Markets typically do not like uncertainty, but were strong through a year of swirling unpredictability. What happened and what comes next?
By Dave Kirkpatrick, SJF Ventures
Being a successful venture capitalist involves backing great entrepreneurs and helping them scale. Those activities are also important in fighting climate change.
By Jane Swan, CFA, Senior Wealth Manager
Despite hurricanes, earthquakes, wildfires, and ongoing political chaos, markets climbed higher in the third quarter.
By Casey Verbeck, Director, Business Development
As Veris marks our 10th anniversary we are optimistic. We’re emboldened by the fact that we launched in the worst global financial crisis since the Great Depression…
by Steve Fahrer, Partner
An important milestone occurred in the second quarter. No, it wasn’t that the S&P500 and the Dow Jones Industrial Average made new highs during the quarter.
By Danya Liu, Associate & Pat Addeo, Senior Associate
The power of a united voice cannot be overstated. In that spirit, we would like to share how Veris is exercising its voice on behalf of clients through what is known in the investment world as a “signatory letter.”
By Patricia Farrar-Rivas, CEO
A while ago, I had a provocative conversation with two good friends, Rha Goddess and Jessica Norwood, about how many of the issues we face in our country stem from inequality, lack of inclusion, and biased narratives around people of color. By the end of the conversation, we all recognized these types of reflective conversations are vital in moving us toward inclusivity.
By Jane Swan, CFA, Senior Wealth Manager
Equity market returns in the first quarter were very strong. Investors were seemingly unfazed as political commentators vacillated between exuberance and doubt over the potential for the Trump presidency to advance tax cuts and other pro-business policies.
By Jane Swan, CFA, Senior Wealth Manager
As the market adjusts and tries to make sense of the results of the U.S. election, financial markets have been mixed.
By Michael Lent, Partner, CIO
US SIF: The Forum for Sustainable and Responsible Business released its 2016 Biennial Report on US Sustainable, Responsible and Impact Investing Trends, and there was much good news in it.
