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A photo of Andrew Boyd, author of a book about strategies for navigating the climate crisis, and the cover of his book I Want a Better Catastrophe.

October 17, 2023

Navigating the Climate Crisis: A Conversation with Andrew Boyd, Author of I Want a Better Catastrophe

“The climate crisis is not a problem we know how to ‘fix’ in some simple linear way. Rather, it is a complex predicament we must learn to navigate as we attempt remedies. Because many opposite things about it are true at the same time: Yes, it’s probably too late to stay under 1.5°C, but it’s also never too late – no matter how hot it gets – to act in defense of people and the planet.” – Andrew Boyd

Veris Partner Alison Pyott pays tribute to the life, work, and impact achieved by gender lens investing pioneer and catalyst at large Suzanne Biegel.

August 8, 2023

A Tribute to Suzanne Biegel

By Alison Pyott

This August 8th, I am called to celebrate gender lens investing pioneer Suzanne Biegel. This is a tribute to my fellow Leo, colleague, collaborator, and most of all, friend. Suzanne has long been a source of insight, mentorship, and inspiration to me and to so many of us across the global impact space.

Veris visited Washington D.C. Our firm's delegation to US SIF Capitol Hill Day and Member Day events share their insights.

August 1, 2023

Veris Goes to Washington: Insights from US SIF’s 2023 Capitol Hill Day & Member Day

The US Sustainable Investment Forum (US SIF) is a member-based organization, established to be the leading voice advancing sustainable investing across all asset classes. Their mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

Veris Wealth Partners presents our firm's Q2 2023 Investment and Economic Review.

July 27, 2023

Veris Q2 2023 Investment and Economic Review

By Jane Swan, CFA® and Roraj Pradhananga, CPA

Early 2023 offered the economy and markets several hurdles. High inflation, instability in some regional banks, and a looming battle over the debt ceiling each invited speculation of a possible recession. The US economy remains resilient, supported by consumer spending with strong labor and housing markets. Manufacturing data and other leading economic numbers suggest a possible slowdown could still be ahead, and continued interest rate hikes could tip the economy towards a recession.

When we look out on the estate planning horizon, many financial advisors and attorneys are now considering the implications of a potential sunset of the current lifetime exclusion for gifts and estates.

July 25, 2023

Are You Prepared for the 2025 Federal Estate Tax Exclusion Limit Sunset?

By Alison Pyott, CFP® CPWA®

When we look out on the estate planning horizon, many financial advisors and attorneys are now considering the implications of a potential sunset of the current lifetime exclusion for gifts and estates.

Passed in 2017, the Tax Cuts and Jobs Act (TCJA)¹ nearly doubled the current estate tax exemption amount to $12.92 million for individuals and $25.84 million million for couples.² However, lawmakers included a sunset provision that would bring the exemption amount back to pre-2018 levels on December 31st, 2025.³ It is unclear whether Congress will act to change or eliminate the sunset provision before then. If they don’t act, exemptions might decline to $7 million for individuals and $14 million for married couples and these estates could be subject to federal estate tax.⁴ The 2023 federal estate tax currently ranges from 18% to 40%.⁵

Veris wins 3 Wealth for Good Awards in 2023

July 10, 2023

Veris and Firm CIO Michael Lent Honored With Three Wealth for Good Awards

NYC, San Francisco, Portsmouth, – Veris Wealth Partners, an independent, woman-led impact wealth management firm, won two Wealth for Good Awards and the firm’s Co-founder and Chief Investment Officer Michael Lent was honored for Outstanding Individual Contribution in Wealth for Good.