We at Verus are still continuing to host educational and interactive webinars throughout the year so you can learn from the comfort of your home!
If you would like to register for the webinars, click on their names below:
Your July 2026 roundup: National Financial Freedom Day and evaluating your financial goals, smart money habits for college students, a mid-year financial checklist, and a Red, White & Blue Tiramisu recipe.
Your June 2026 roundup: National Insurance Awareness Day, a local guide to the FIFA World Cup 2026 coming to Houston & Dallas, and a Grilled Shrimp Panzanella recipe for summer.
This month we explore why tax diversification matters for retirement, three meaningful financial gifts for graduates and moms, the best May 2026 travel destinations, and a refreshing Mangonada recipe.
A free worksheet for couples to align their financial values, set spending rules, and build a shared money philosophy. Print two copies, fill them out separately, then compare your answers.
After years of advising couples, the biggest threat to a marriage isn't a lack of love — it's financial silence. Here's the brutal truth about couples and money, and a practical framework to start fixing it.
This month we explore the hidden costs behind commission-free trading apps, what tax season can reveal about smarter year-round financial planning, plus a sweet carrot cake pie recipe.
We recognize the importance of diversity and the voices that strengthen our industry. As we celebrate Women’s History Month, we honor the women—past and present—who continue to make financial services more inclusive, innovative, and client-focused.Their contributions remind us that progress happens when people are empowered to lead, to question barriers, and to forge new paths.
Monthly Verus insights newsletter content with charity spotlight, planning checklist, recipes, travel ideas, and podcast updates.
How spreading wealth across tax-deferred, tax-free, and taxable buckets can improve retirement flexibility and tax control.
A breakdown of gamified investing, payment for order flow, and the hidden incentives behind zero-commission trading apps.
Why traditional low-yield cash habits quietly erode purchasing power, and what to do instead to actively pursue better yield.
A tactical framework for using AI to cut waste, accelerate debt payoff, and redirect cash flow into long-term wealth building.
As we enter December, the countdown to December 31st is officially on. Before the year wraps up, now is the perfect time to finalize your financial checklist and make sure you’re taking advantage of every opportunity available for 2025. Here are the five key money moves to make before the year ends:
We're highlighting the Empower Walk & 5K Run, fueled by Autism Speaks—a signature event dedicated to improving the lives of individuals with autism.This event has evolved to include both a community walk and an exciting 5K run, but its mission remains the same: to create a more inclusive world. Every dollar raised provides vital support and drives innovative solutions.
Each October, organizations across the United States observe National Cybersecurity Awareness Month (NCSAM), a campaign led by the Cybersecurity & Infrastructure Security Agency (CISA) and the National Cybersecurity Alliance (NCA). Since its launch in 2004, NCSAM has worked to highlight how everyone — individuals, businesses, and governments — has a role to play in keeping the digital world safe.
Verus Financial is excited to shine a charity spotlight on Ronald McDonald House Houston volunteer opportunities.
Verus Financial is excited to shine a charity spotlight on Avondale House during the month of August with a Save the Date for their Bingo Bash.
This month of July, Verus Financial Group is proud to support Autism Speaks, a leading organization dedicated to promoting understanding and acceptance of autism.
June Insights - Ready for Summer!
May 2025 Insights
April 2025 Insights.
March 2025 Newsletter
February 2025 Newsletter
January 2025's Newsletter
We at Verus are still continuing to host educational and interactive webinars throughout the year so you can learn from the comfort of your home! Click to see the webinar links!
The extended strength of the US housing market prompted households to withdraw $82 billion of home equity in Q1, the largest amount in 15 years. Going forward, refinancing will likely be subdued as the average mortgage borrower has already locked in an interest rate over 200 bps below current rates. We believe that record-high levels of untapped home equity may add to the sizable savings buffer that households hold.
As 2022 draws to a half, it’s time to begin organizing your finances for the second half of the year. To help you get started, we’ve compiled together a list of key planning topics to consider. Your Verus Financial Advisor can help you rebalance, review and reset your course, if necessary, for this year and beyond.
The market appears to be caught in a traditional growth scare if there is anything that is scaring the markets right now it's not just happening in US it's happening broadly as well. The roller coaster continues so we're seeing yields higher, and stocks lower and why that is happening we're actually going through a period of transition where the stimulus you know the sugar rush from stimulus is wearing off.
A good estate plan helps ensure the right people will receive the right property at the right time. When you die, your assets are subject to a number of expenses that can significantly reduce the size of your estate left to your heirs. Proper estate planning can minimize these expenses and determine how the costs that remain will be paid.
Tax planning is the analysis of a financial situation or plan from a tax perspective. It is the reduction of tax liability by the way of exemptions, deductions, and benefits. The purpose is to ensure tax efficiency. Tax planning includes making financial and business decisions to minimize the incidence of tax.
To put it in simple terms, disability insurance is insurance for your income. It allows you to protect your most valuable asset, your income, in the event you become too hurt or sick to work. There are two options: Short-term and long-term. Analyze your existing coverage to find the plan that best fits your lifestyle! It can be more affordable than you think and the benefit can be used for different things such as medical expenses, household expenses, or help with household tasks. Most people protect their home, car, phone, and identity so why not protect your income.
If you were to die unexpectedly, would your spouse have enough money to cover funeral expenses and daily living expenses? Would there be enough money to pay for everything your family relies on you for, if you were suddenly not around? Would your family have to move and change their lifestyle if you were to die prematurely? If your spouse were to outlive you by 10 or 20 years or more, would they be able to make ends meet? Life insurance pays cash to your loved ones after you die, allowing them to remain financially secure.
Why Start Planning Now? A child that is born now will face tuition costs that are three to four times higher than what they are now. It is never too early to start planning for your child's future. There are many ways to save for college. Some you might have heard before, some you might not have. This article easily sums up different college saving plans that you can potentially think about using.
What is Investing? Investing is the act of committing money or capital to an endeavor with the expectation of obtaining an additional income or profit. Making your money work for you maximizes your earning potential whether or not you receive a raise, decide to work overtime, or look for a higher-paying job. There are many ways you can invest which include putting money into stocks, bonds, mutual, real estate, or starting your own business. It does not matter which method you choose for investing your money, the goal is always to put your money to work so it earns you an additional income.
As investors during a decline in the market, it is difficult to remember why we decided to take the risk of investing. In its best days and its worst days, the stock market draws the most attention, but there is one surefire way to keep trading worth your time: Stick it out for the good and the bad. If you plan for the long-term, don't panic. Instead, here are 3 reasons to keep investing, even in the worst of times.
The big news today is that Chairman Jerome Powell and the Federal Reserves announcing a 25 basis point hike in interest rates. Let's see how this could potentially affect the market. If we take a look back at historical data, the S&P 500 has averaged a 3.7% growth, 12-months following the first rate hike of each cycle from 1971 to 2004. 24 months after the first hike, it has seen an average of 16.3% growth and averaged 31.0% after 36 months.
GLOBAL EQUITIES: Q2 earnings data kept Delta variant concerns at bay, initially reversing the S&P 500’s mid-week decline. However, despite US Q2 GDP posting above its pre-pandemic peak, it came in lower-than expected, leading the S&P 500 to end the week lower by -0.35%. Meanwhile, Chinese stocks saw significant volatility as investors grappled with Beijing’s tighter financial regulations. The MSCI China Index ended the week lower at -6.06%. In the UK, a drag in the mining sector and variant concerns left the FTSE 100 up only 0.10%.
Roth IRAs have been a popular topic as of late. For a long time, it was an unspoken secret used by retirement planners. However, the IRS released guidance that specifically addressed both backdoors Roth IRA conversions, and the so-called Mega Roth IRA. As a result, it has gained even more traction and interest.
The market is disengaged from financial fundamentals and all reality. Remember December 2018when the market fell 20% (over three months) over a “potential” China trade war? And remember the big rally in 2019 – and you’re saying to yourself “If only I had bought back then!” Surprise! You're getting a second chance!
Explore the various services we employ to see how we can improve your money.
Your plan is more than just money; it’s personalized for you. We are side-by-side with you every step of this process to guide and help you create a custom financial plan based on your specific goals.
Imagine a retirement plan tailored for you. Everyone has a different money situation. That’s why you deserve realistic and personalized retirement plan to support your future.
For what matters most in your future. Saving for your goals and redirect your money away from companies with harmful products, policies, and practices.
You are the most important resource to the people who depend on you. Our plans designed to help you protect your loved ones whether it’s a child, an aging parent, or even a business partner and find clarity in next steps
Businesses deserve the guidance of a professional who understands not only its needs, but also how the business can affect a person's personal financial situation and life goals.
You are your most important resource. Our executive coaching is designed to help you reinvent your career, create balance at work, and find clarity in next steps.
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