Veris Wealth Partners

Headed for retirement but unsure how to optimize your savings strategy??High earners face unique tax hurdles—especially when deciding between traditional (pre-tax) vs. Roth (post-tax) accounts.?Veris Advisor Tim Kingsbury, CFP? shares 7 considerations (from evaluating your future tax bracket to leveraging Roth conversions) in Kiplinger that can significantly impact your after-tax retirement income. Read the full article?to discover Tim’s comprehensive approach, factoring in current earnings, future goals, and evolving tax laws. https://lnkd.in/dtZtJrYY #financialplanning #ria #RothvsTraditional

In honor of Black History Month, Veris shines a light on 5 transformative Black leaders that blazed new pathways in the field of finance: Maggie Lena Walker, Richard R. Wright Sr., Lilla St. John, Norman McGhee Sr., and Travers J. Bell Jr. Read the article to learn more about their accomplishments and legacies https://lnkd.in/ecX5rXU9

We're excited to welcome Veris Wealth Partners as the newest member of the Intentional Endowments Network! Learn more about Veris here: https://lnkd.in/enAfi6Yu Mandy Gardner

I'm grateful for the opportunity to contribute to and learn from this panel discussion!

Veris Senior Advisor and Partner Elena Ladygina, CFA, CFP? was quoted in Financial Advisor Magazine on the "super catch-up" contributions that workers ages 60–63 can now contribute to their 401(k)s. Article by Ben Mattlin. https://lnkd.in/eZ2Ng5pv

Firm News: Jane Swan, CFA has been designated Chief Advisory Officer and Roraj Pradhananga as Chief Investment Officer of Veris Wealth Partners. Veris CEO Stephanie Rupp said, "Jane’s dedication to an outstanding client experience—proven over 29 years as a sustainability-focused advisor—epitomizes the service offering we have put in place for clients across the board. Jane, as Chief Advisory Officer, and Roraj, as CIO, lead our groups most directly responsible for clients’ advisory experience and financial and impact performance of their portfolios. It’s an honor to work with both leaders.” Learn more: https://lnkd.in/edqav4x4 #CIO #ChiefInvestmentOfficer #CAO #ChiefAdvisoryOfficer #RIA #investmentadvisor #wealthmanagement

"Despite headlines to the contrary, we believe market forces and consumer interest continue to shine a bright light on the future of sustainable investing. And as the incoming Board Chair of?US SIF: The Sustainable Investment Forum?and leader of impact-focused Veris Wealth Partners, I couldn’t be more excited about what is ahead. I’ve kept my ear to the ground as our industry grapples with challenges and opportunities that may arise in a second Trump administration and see significant opportunity." Stephanie Rupp authored an editorial for Sustainable Views on the future of sustainable investing. Read an excerpt and key takeaways here: https://lnkd.in/ed7FDMFf The full editorial is available here: https://lnkd.in/gxpwD53q

The US economy demonstrated resilience throughout 2024, with steady GDP year-over-year growth at 2.7% and a robust labor market pushing unemployment down to 4.1%. Despite a cooling inflation environment—headline CPI stands at 2.9% and core CPI at 3.2%—rates remain above the Fed’s 2% target. The Federal Reserve has already made three rate cuts since September, but persistent inflation and strong economic growth are fueling uncertainty about 2025 monetary policy. Drawing on data from Q4 of 2024, Jane Swan, CFA and Roraj Pradhananga share more insights into recent trends in their latest Economic & Market Update. Key Highlights ?? Solid Growth and Low Unemployment: Consumer spending continues to drive GDP growth. Employers added 2.2 million jobs in 2024, and wage gains have been solid at 3.9% year-over-year. ?? Shifting Monetary Policy: Rate cuts have not pushed down longer-term treasury yields, highlighting investor concerns about inflation, federal deficits, and policy uncertainty. ?? “Magnificent Seven”: The stock market is dominated by seven tech giants—now ~34% of the S&P 500—raising concentration risk in passive portfolios. ?? Policy Uncertainty: With President Trump’s second term underway and Republicans holding a majority in Congress, potential shifts in taxes, tariffs, and immigration could bring both market volatility and inflationary pressures. ?? Impact Investing Remains Resilient: Even with looming deregulation and reduced federal support for sustainable investing, we believe corporations, local governments, private investors, and non-US regulatory frameworks will continue to drive climate solutions and social impact. We also believe demand for mission-aligned investments is poised to grow as more investors seek to align portfolios with personal values. Despite an evolving policy landscape, we remain committed to delivering fact-based economic and market insights—especially for those focused on climate solutions, racial and gender equity, regenerative agriculture, and community wealth building. Now more than ever, we believe impact-driven investing strategies can help navigate uncertainty while supporting the issues that matter most. Read the full post here: https://lnkd.in/ewaHxq2q #impactinvesting #sustainableinvesting #economy #markets #investment #financialinsights

Stephanie Rupp, chief executive of Veris Wealth Partners and the incoming board chair of the US Sustainable Investment Forum, writes that “despite headlines to the contrary, we believe market forces and consumer interest continue to shine a bright light on the future of sustainable investing” in an opinion for Sustainable Views. ? “We believe the market will continue to respond to?real-world economics?beyond Washington politics. For investors focused on long-term value creation, we believe sustainable investments remain compelling despite — and perhaps because of — the changing political landscape,” she says. Read more below. #sustainablefinance #USsustainablefinance https://lnkd.in/ermRjazm

My latest article on the fragility of democracy and the role of investing financial assets as a means of expressing your other ??vote?? and your values. https://lnkd.in/gcAtp8Hv