By Jane Swan, CFA, Partner
As of the close of Friday’s market, the S&P 500 was down 2.6 percent year to date, and 8.3 percent since the market high on January 26th. While this type of market decline (or correction) does not feel good to investors, it is not entirely a surprise.
Impact investing continues to be one of the fastest-growing segments of the wealth management business. This epic shift in investor behavior is increasingly fueled by innovation, especially as it applies to climate change.
On March 5th, Veris Wealth Partners and Criterion Institute hosted the webinar Women, Wealth and Impact: Investing with a Gender Lens. Increasingly individuals, families and foundations are exploring how to use their consumer dollars, philanthropy and now their investment portfolios to address gender inequality. This webinar outlines several easy steps to shift your investments to support and empower women.
By Alison Pyott, Luisamaria Ruiz Carlile
Alison Pyott and Luisamaria Ruiz Carlile of Veris speak with Suzanne Biegel and Cynthia Nimmo about the state of Gender Lens Investing.
By Luisamaria Ruiz Carlile, CFP®, Senior Wealth Manager
Once a year, the world celebrates “International Women’s Day.” With much fanfare, we cheer on women and their contributions to the world. But imagine the impact of sustained daily efforts to recruit, develop and promote women.
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…
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.
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