Verum Partners

WEEKLY MARKET UPDATE ?? Check out this week's update, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

WEEKLY MARKET UPDATE ?? Check out this week's update, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

Are you focused on tax compliance—just filing your return—or have you considered tax planning to minimize future burdens? In his latest blog, Breton Tagg, CPA, CFP?, breaks down the key differences between tax planning and tax compliance and how both are equally important in making sure you maximize your take-home pay. At Verum, we believe tax planning should happen year-round. Click the link below to learn why. #TaxPlanning #TaxCompliance #TaxSeason #VerumPartners

WEEKLY MARKET UPDATE ?? Check out this week's update, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

How should you navigate the evolving tax landscape? Verum's Head of Financial Planning, Walker Shelton, CFP?, emphasizes in his latest blog post, "We try to plan for policy changes in consideration of our client's overall situation, balancing both the present and future." Click the link below to read Walker's analysis of the key tax policy changes anticipated for 2026. #VerumPartners #TaxPolicyChanges #TCJA

WEEKLY MARKET UPDATE ?? Check out this week's update, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

WEEKLY MARKET UPDATE ?? Check out this week's update, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

WEEKLY MARKET UPDATE: January 27th ?? Check out this week's update, where we break down key highlights from last week's market movements and provide a preview of important economic news to watch in the days ahead. We'd love to hear your thoughts—share your takeaways or questions in the comments below. #VerumMarketUpdate #WeeklyMarketUpdate #Finance

We are excited to announce that Verum Partners has been included in InvestmentNews'?2024 Fastest-Growing Fee-Only RIAs report, among a distinguished list of 74 firms. This recognition is a testament to our dedicated team, and the growth helps us to pursue the firm's mission of improving the lives of others by raising the bar on the wealth management industry. It's inspiring to see the continued growth of the RIA space and more individuals benefiting from the fiduciary standard. #VerumPartners #FastestGrowingFeeOnlyRIAs Disclosure: Verum Partners was awarded the 2024 Fastest-Growing Fee-Only RIA Award on January 22, 2025. The award is created by InvestmentNews, and is awarded based on a 3-year growth rate calculated between July 2021-July 2024.

Last night, the CFA Society North Carolina hosted its annual Outlook Dinner, an event bringing together over 400 of NC's leading investment and financial professionals. Each year, a forecasting competition is held where attendees predict key financial and economic metrics for the year ahead. Winners are then announced at the following year's dinner, with recognition and prizes awarded for the most accurate predictions. Join us in congratulating Austin Tilles, the Overall Winner for his accurate 2024 market outlook! As he pursues his CFA designation, Austin continues to share valuable insights through weekly audio updates on our LinkedIn and blog. We invite you to explore his latest updates by visiting The Observatory on our website, https://lnkd.in/e8RVwz2v A special shout out to Walker Shelton, CFP?, who won the MSCI Emerging Markets Total Return category. Great representation from our team members who continue to raise the bar!