Setting the vision is the first step in our planning process that helps us better understand what drives our clients, what they value, and how they envision their future. Intended to be a collaborative discussion, we work through a series of discovery questions provided to clients in advance that dive deeper into four key areas: work, leisure, legacy, and concerns. This step in the process helps paint a picture that guides decision-making and planning solutions that fit each client’s individual needs and wants.
Yen Carry Trade Rattles Markets
Global stocks have grabbed headlines as they experienced a fairly significant drawdown over the last week…
Verum Partners Wins RIA of the Year
Verum Partners was named RIA of the Year (under $1B in AUM) at the Institutional Investor's…
Beneficial Ownership Reporting Now Required by Corporate Transparency Act
Verum Partners notes that, in 2021, Congress passed the Corporate Transparency Act (CTA) on a bipartisan…