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...

Read More

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...

Read More

Verus Graduating Class of 2023

6.8.23 | Uncategorized

  “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...

Read More

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...

Read More

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.  

Read More

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...

Read More

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...

Read More

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

Read More

Second Quarter 2022 Market Review

7.25.22 | Investments

Second Quarter 2022 Market Review As the markets continue to be volatile and the economic news worrying, our goal is to provide objective information to help you process so much conflicting data. We...

Read More

We’re Here to Help

6.20.22 | Investments

This year marks our 30th anniversary in business, and we have been here with you through many ups and downs in the markets. We know that it can be overwhelming to see the...

Read More