Policy Archives - Veris Wealth Partners Veris is a registered investment advisor and wealth management firm with impact investing expertise that has been helping families & foundations align their financial assets with their values since 2007 Tue, 23 Sep 2025 13:06:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.veriswp.com/wp-content/uploads/2024/10/cropped-xsAsset-2512-32x32.png Policy Archives - Veris Wealth Partners 32 32 The OBBBA of 2025 – What Investors Need to Know & Potential Action Items https://www.veriswp.com/the-obbba-of-2025-what-investors-need-to-know/ Tue, 23 Sep 2025 13:06:42 +0000 https://www.veriswp.com/?p=15662 Tim Kingsbury, CFP examines some of the most significant changes the One Big Beautiful Bill Act (OBBBA) bill will bring for high-income-earning and high-net-worth taxpayers, as well as suggestions for action steps that readers may wish to consider in light of these shifts.

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]]> Veris Interview Series: Timothy Smith https://www.veriswp.com/veris-interview-series-timothy-smith/ Wed, 26 Jun 2024 21:02:25 +0000 https://www.veriswp.com/?p=13778 Timothy Smith, Senior Policy Advisor at Interfaith Center on Corporate Responsibility (ICCR), talks about shareholder engagement with Stephanie Cohn Rupp and Karen deRochemont.

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]]> Veris Goes to Washington: Insights from US SIF’s 2023 Capitol Hill Day & Member Day https://www.veriswp.com/veris-goes-to-washington-insights-from-us-sifs-2023-capitol-hill-day-member-day/ Tue, 01 Aug 2023 17:30:55 +0000 https://www.veriswp.com/?p=12076 Veris' delegation to US SIF’s 2023 Capitol Hill Day and Member Day events in Washington D.C. share their main takeaways.

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]]> How the US Debt Ceiling Debate & Potential Default Might Impact Your Investment Portfolio https://www.veriswp.com/how-the-us-debt-ceiling-debate-potential-default-might-impact-your-investment-portfolio/ Mon, 13 Mar 2023 13:32:55 +0000 https://www.veriswp.com/?p=11507 To help you better understand the US debt ceiling debate – and how your portfolio might be impacted – here is a look at the situation now in context of what happened when we last faced a near-default in 2011.

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]]> SECURE Act 2.0: What Does this New Law Mean For You? https://www.veriswp.com/secure-act-2-0-what-does-this-new-law-mean-for-you/ Mon, 13 Feb 2023 21:26:27 +0000 https://www.veriswp.com/?p=11378 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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]]> A Look at a Few of the Potential Benefits & Limitations of The Inflation Reduction Act & Biden Student Loan Forgiveness Plan https://www.veriswp.com/benefits-limitations-of-the-inflation-reduction-act-biden-student-loan-forgiveness-plan/ Wed, 14 Sep 2022 15:30:57 +0000 https://www.veriswp.com/?p=11126 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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]]> The End of Roe https://www.veriswp.com/the-end-of-roe/ Mon, 27 Jun 2022 14:41:10 +0000 https://www.veriswp.com/?p=10789 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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]]> Veris Wealth Partners Supports Women’s Reproductive Rights https://www.veriswp.com/veris-supports-womens-reproductive-rights/ Thu, 02 Jun 2022 08:01:03 +0000 https://www.veriswp.com/?p=10631 Since 1973, American women have had a federally guaranteed constitutional right to abortion access. A leaked first draft of Justice Samuel Alito’s majority opinion has given us early warning that the Supreme Court is preparing to take that right away by overturning Roe v. Wade.

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]]> “Don’t Say Gay” Laws: Action Steps You Can Take https://www.veriswp.com/dont-say-gay-laws-action-steps-you-can-take/ Wed, 27 Apr 2022 16:10:24 +0000 https://www.veriswp.com/?p=10515 Governor Ron DeSantis signed Florida’s “Parental Rights in Education bill,” dubbed the “Don’t Say Gay” bill by opponents, at the end of March 2022. Veris Wealth Partners has always supported and will always support LGBTQ+ rights and equality. We are disturbed by Florida’s adoption of this law and the news that lawmakers from at least 19 other states are now considering similar legislation. We are devastated to think of the impact this is already having on LGBTQ+ families and especially children.

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]]> Veris Wealth Partners Stands With Ukraine https://www.veriswp.com/veris-wealth-partners-stands-with-ukraine/ Fri, 11 Mar 2022 14:24:03 +0000 https://www.veriswp.com/?p=10311 Veris Wealth Partners stands in solidarity with the people of Ukraine. We condemn Russia’s unprovoked attack on Ukraine’s sovereign soil and our hearts grieve for the people who are now suffering incredible losses in this unjust war.

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