Tax-Efficient Investing Many investors are familiar with the term “asset allocation” – an investment strategy that balances…Bret TaggSeptember 6, 2023
Introduction to Artificial Intelligence Introduction to AI: From its humble beginnings in the 1950s to the remarkable advancements we…Austin TillesSeptember 6, 2023
Verum Partners Welcomes Dave Perkins, Walker Shelton, and Justin Louis With great excitement, Verum Partners welcomes Dave Perkins, Walker Shelton, and Justin Louis to the…Dustin BarrAugust 23, 2023
Update on Silicon Valley Bank & the Investing Landscape Details are still emerging from the collapse of Silicon Valley Bank (“SVB”). SVB is the…Dustin BarrMarch 14, 2023
The SECURE Act 2.0: Retirement Plans The “Consolidated Appropriations Act, 2023,” a $1.7 trillion omnibus spending bill that included the highly…Bret TaggFebruary 1, 2023
The SECURE Act 2.0: Individuals The “Consolidated Appropriations Act, 2023,” a $1.7 trillion omnibus spending bill that included the highly…Bret TaggFebruary 1, 2023
The Retirement Savings Bucket You May Be Missing Most of us know about the tax benefits offered by employer-sponsored retirement plans and individual…Bret TaggDecember 21, 2022
The Power of Simplicity Let’s make 2023 the year of organization! From remembering the endless list of websites and…Molly BohrerNovember 22, 2022
Fixed Income and the Terrible, Horrible, No Good, Very Bad Year Much ink has been spilled about how bad of a year 2022 is for investors. …Dustin BarrOctober 18, 2022
Tax-Efficient Charitable Giving Charitable giving is of great importance to many. Implementing tax planning strategies for the charitably…Bret TaggSeptember 22, 2022
