Veris Selected for Worth Magazine’s 2024 List of Top Registered Investment Advisors
Veris Wealth Partners Blog
by Veris WP
2w ago
Veris has been named one of the top independent register investment advisory firms in 2024 by Worth Magazine. The post Veris Selected for Worth Magazine’s 2024 List of Top Registered Investment Advisors appeared first on Veris Wealth Partners ..read more
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Veris Wins 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth
Veris Wealth Partners Blog
by Veris WP
3w ago
Veris won the 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth Management (Company). The post Veris Wins 2024 Family Wealth Report Awards for Impact Investing (Advisory) and Diversity in Wealth appeared first on Veris Wealth Partners ..read more
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Veris Interview Series: Dr. Ruth Shaber, Gender Lens & Impact Leader
Veris Wealth Partners Blog
by Veris WP
3w ago
Senior Advisor Lori Choi interviews Dr. Ruth Shaber, President of Tara Health Foundation and co-author of the book The XX Edge to learn why she believes diversity leads to smarter investing. The post Veris Interview Series: Dr. Ruth Shaber, Gender Lens & Impact Leader appeared first on Veris Wealth Partners ..read more
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Veris Economic and Market Update: Q1 2024
Veris Wealth Partners Blog
by Veris WP
1M ago
Against headwinds of 11 Fed interest rate hikes...the US economy remains strong. Consumer spending withstood higher borrowing costs, persistent, but slowing, inflation, and the dwindling of pandemic era savings. The post Veris Economic and Market Update: Q1 2024 appeared first on Veris Wealth Partners ..read more
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Veris CEO Stephanie Cohn Rupp Interviewed About Sustainable Investing on Fintech TV
Veris Wealth Partners Blog
by Veris WP
2M ago
Stephanie Cohn Rupp interview on sustainable investing; impact investing across asset classes; investing for climate justice and equity, diversity, & inclusion; and trends among millennial and Gen Z investors for Fintech TV. The post Veris CEO Stephanie Cohn Rupp Interviewed About Sustainable Investing on Fintech TV appeared first on Veris Wealth Partners ..read more
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Veris Named On Real Leaders List of Top Impact Companies of 2024
Veris Wealth Partners Blog
by Veris WP
5M ago
“At Veris, we've always believed in the power of responsible investing to create a positive and lasting impact. Veris is honored to be featured on Real Leaders’ 2024 list alongside so many companies that are working to build a more sustainable future,” said Veris CEO Stephanie Cohn Rupp. The post Veris Named On Real Leaders List of Top Impact Companies of 2024 appeared first on Veris Wealth Partners ..read more
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Nonprofit Organizations Veris Supported in 2023
Veris Wealth Partners Blog
by Veris WP
5M ago
Every year, Veris provides philanthropic support to nonprofit organizations across the US. This is a list of mission-driven nonprofit organizations that the firm supported in 2023. The post Nonprofit Organizations Veris Supported in 2023 appeared first on Veris Wealth Partners ..read more
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2023 End of Year Letter From Veris CIO Michael Lent
Veris Wealth Partners Blog
by Veris WP
5M ago
Veris CIO Michael Lent's end of year letter offers evidence that impact investors made strides in addressing social and environmental issues in 2023, despite turbulence. He offers specific examples of progress, silver linings, and reasons for hope. The post 2023 End of Year Letter From Veris CIO Michael Lent appeared first on Veris Wealth Partners ..read more
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Impact Focus Q3 2023: Inflation, Interest Rates, and Corporate Profits
Veris Wealth Partners Blog
by Veris WP
6M ago
In this impact-focused review of Q3 2023, we will pay close attention to the relationships between income inequality, inflation, and corporate profits. The post Impact Focus Q3 2023: Inflation, Interest Rates, and Corporate Profits appeared first on Veris Wealth Partners ..read more
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Veris Economic and Market Update Q3 2023
Veris Wealth Partners Blog
by Veris WP
6M ago
The first quarter of 2023 was characterized by major events such as the failure of Silicon Valley Bank, escalating concern of a pending recession. Sentiment made an about face in the second quarter, buoyed by limitless enthusiasm for artificial intelligence. At the end of the third quarter, we seemed to have settled into an uncomfortable normalcy: uncertainty. The post Veris Economic and Market Update Q3 2023 appeared first on Veris Wealth Partners ..read more
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