Insights & Resources | Vera Planning

Articles

August 25, 2026

Your Financial Topography Issue #2

Explore the latest issue of Your Financial Topography, where Arthur Bush looks beyond the headlines at AI, energy infrastructure, Opportunity Zones, Roth catch-up contributions, market volatility, and the financial decisions we're watching at Vera Planning.

Economic Outlook

August 24, 2026

July 2026 Market Commentary

Economic Outlook

June 18, 2026

May 2026 Market Commentary

Economic Outlook

April 6, 2026

April 2026 Market Commentary

Economic Outlook

April 6, 2026

March 2026 Market Commentary

Economic Outlook

March 2, 2026

February 2026 Market Commentary

Economic Outlook

January 7, 2026

December 2025 Market Commentary

Economic Outlook

December 16, 2025

November 2025 Market Commentary

October 15, 2025

October 2025 Market Commentary

Articles

System Under Strain: 2025 and the Unraveling of Federal Stability

Research

The Beyond Series - Reprogramming Finance for a Digitally Conscious Era

Articles

Women’s Health and Breast Cancer Awareness

Articles

Transparency and Leadership: A Whitepaper

Economic Outlook

September 15, 2025

Market Commentary - September 2025

Economic Outlook

August 12, 2025

Market Commentary - August 2025

Research

From Sectors to Themes: Redefining Investment Strategy for a Dynamic Future

Economic Outlook

June 10, 2025

June 2025 Market Commentary

Workshops

What You Leave Behind Isn’t Just Money: The New Legacy Planning

Articles

Crawl, Walk, Run: Leading Change Through Deliberate Deployment

Economic Outlook

May 2, 2025

May 2025 Market Commentary

Research

The Advisors Guide to Digital Transformation

Workshops

Beyond The Balance Sheet

Articles

Mental Wealth: The Quiet Revolution That Could Save Your Sanity and Your Finances

Articles

The Advisors Guide to Referral-Driven Growth

Articles

From Tee to Green – Navigating Your Financial Journey

Economic Outlook

April 4, 2025

April 2025 Market Commentary

Articles

The Future Isn’t Remote, It’s Connected

Economic Outlook

Best Habits for Wealth Building

Economic Outlook

March 10, 2025

March 2025 Market Commentary

Research

The Smart Giver’s Guide: Maximizing Your Charitable Impact

Economic Outlook

February 12, 2025

February 2025 Market Commentary

Workshops

Financial Freedom for Women

Articles

Financial Love Languages – Aligning Money Goals with Your Partner

Workshops

From 2024 to 2025 Key Takeaways and Future Trends

Economic Outlook

January 8, 2025

January 2025 Market Commentary

Research

What is Social Investing? Exploring SRI, ESG, and Other Approaches

Articles

New Year, New Budget: Building a Financial Plan for Success

Workshops

Retirement Fundamentals

Articles

Living Intentionally Through Travel: How Exploring the World Has Transformed Our Family and Perspective

Economic Outlook

December 3, 2024

December 2024 Market Commentary

Workshops

Teaching your Kids About Money and Investing

Articles

A Year of Financial Growth: 12 Financial Habits to Transform Your 2025

Articles

Start 2025 Strong – 5 Financial Tips for Recovering from the Holidays

Articles

Leading Remotely: Lessons from Transitioning to a Virtual World

Economic Outlook

November 11, 2024

November 2024 Market Commentary

Research

Understanding Capital Gains

Articles

Financial Planning Mistakes of the Rich and Famous

Workshops

Year-End Financial Checklist

Articles

Leading with Intention and Embracing Ownership: Navigating Success and Failure

Economic Outlook

October 2, 2024

October 2024 Market Commentary

Workshops

Navigating Open Enrollment

Articles

The Power of Vulnerability in Leadership

Articles

Top 5 Questions We’re Asked in Introductions

Articles

What is Fee-Based Financial Planning?

Workshops

Protect Your Legacy

Workshops

Are Your Assets in Sync?

Workshops

Breaking Down the Latest Federal Rate Cut

Research

Types of Life Insurance Explained

Research

The History of Insurance

Articles

Top 5 College Savings Tips

Articles

Investing 101

Research

Vera Market Update: Strategic Insights and Opportunities Amidst Global Volatility

Articles

What Is a Fiduciary?

Workshops

Unlocking Financial Insights with eMoney

Articles

Financial Planner vs. Financial Advisor

Economic Outlook

Marketing with Integrity: Building a Brand That Clients Trust in a Regulated Industry

Economic Outlook

July 1, 2025

July 2025 Market Commentary

Research

September 12, 2025

The Why of Life Insurance: Protecting What Matters Most

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