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A reflection on gratitude, generosity, relationships, and how recognizing what matters can shape a more meaningful approach to life and…
A reflection on love, family, friendship, care, generosity, and how financial planning can help support the people and experiences that…
A recorded conversation with CPA Greg Marx covering tax-related questions and financial considerations relevant to planning decisions at the time…
An introduction to Health Savings Accounts, including eligibility, tax advantages, contribution considerations, qualified expenses, investing potential, and long-term planning uses….
Historical market data challenges the assumption that one political party consistently produces better investment results and explains why elections should…
A recorded question-and-answer session with the Verde team addressing financial planning, investing, markets, and questions submitted by clients and viewers….
A recorded discussion of unclaimed property, escheatment, how funds become separated from their owners, and steps people can take to…
A 2020 fireside chat exploring pandemic-era markets, negativity bias, investor behavior, emerging opportunities, and the value of disciplined decision-making during…
A recorded discussion of Michigan’s 2020 no-fault insurance reform, PIP choices, liability exposure, coverage changes, and questions to review with…
A recorded Verde fireside chat explaining bear markets, different causes and patterns, and how historical context can help investors respond…
A recorded Verde video examining how mindset, emotion, and behavior can influence financial decisions and investment outcomes….
Explore the wisdom-of-crowds concept, the conditions that make collective judgment useful, and how Verde applies broader evidence to research and…