Verus Graduating Class of 2024!

5.30.24 | Personal

  “Your imagination is your preview of life’s coming attractions.”                                               ...

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2024 Q1 Investment Report

4.11.24 | Investments

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 stock and bond asset classes...

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Schwab Client Information Website

8.15.23 | Industry News

We are quickly approaching the Labor Day weekend and the TD Ameritrade-Charles Schwab & Co. conversion.  We know you are receiving a lot of information regarding the transition, but we thought having a...

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Second Quarter 2023 Market Review

7.21.23 | Investments

Second Quarter 2023 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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Verus Graduating Class of 2023

6.8.23 | Personal

  “Go into the world and do well. But more importantly, go into the world and do good.” – Minor Myers, Jr.     Here at Verus, we look forward to the summer...

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First Quarter 2023 Market Review

4.13.23 | Investments

First Quarter 2023 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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2022 Tax Return Preparation Agreement – Engagement Conditions and Limitations

1.26.23 | Tax Advisory

Important Information for 2022 Verus Tax Clients. 2022 Tax Preparation Agreement.  

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Verus Graduating Class of 2022

8.25.22 | Personal

Here at Verus, we value our relationships with the clients we serve and those on our team who serve with us.  It is a privilege to watch as the children of our office...

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Preventing Identity Theft

8.11.22 | Personal

Protecting Your Identity You are uniquely you, an individual with your own set of identifiers and a life worth living. Sometimes other people see how great you are and decide they want to...

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2023 Tax Return Preparation Agreement – Engagement Conditions and Limitations

12.15.23 | Tax Advisory

Important Information for 2023 Verus Tax Clients. 2023 Tax Engagement Letter

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