Value of Charitable Gifting from an IRA Under the New Tax Law

6.22.18 | Financial Planning

Value of Charitable Gifting from an IRA Under the New Tax Law In late 2017, Congress passed the new tax law that contained numerous changes to the then existing law.  One provision that...

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Tommy Blackburn receives VSCPA & InvestmentNews Recognition

6.18.18 | Industry News

It is our honor to announce that Tommy Blackburn has been recognized by two organizations over the past month: Virginia Society of CPA’s “Top 5 Under 35” https://www.vscpa.com/content/66921.aspx Investment News “Top 40 Under...

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VSCPA Article on Culture

5.4.18 | Industry News

As many of you have heard us say over the years, at Verus “culture” is the most important thing.  It aligns everything we do and how we engage with our team and you,...

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Tuning Out the Noise

5.2.18 | Financial Planning

Tuning Out the Noise For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial...

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First Quarter 2018 Market Review

4.10.18 | Investments

First Quarter 2018 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

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Recent Market Volatility

2.14.18 | Investments

Recent Market Volatility February 2018 After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors....

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False Visions of the Future

2.2.18 | Investments

The financial experts know a lot more about the markets and how the markets will perform in the future than the ordinary rest of us.  Right? As it turns out, the predictions made...

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Year-End 2017 Market Review

1.11.18 | Investments

The attached report features world capital market performance for the past year. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international...

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

12.15.17 | Investments

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only...

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Year-End Planning for Potential Tax Reform

12.7.17 | Tax Planning

        As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early Saturday morning.  To work out the differences between the House...

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