Financial Resources & Insights

Clear Thinking for Better Decisions

Financial decisions become easier to navigate when the ideas behind them are clear. Explore practical guidance, investment perspectives, videos, and broader insights from the Verde team—created to help you understand the choices, tradeoffs, and opportunities shaping your financial life.

  • Resources & Insights

Booked With Marc: The Psychology of Money by Morgan Housel

Marc explores how behavior, time horizons, expectations, and emotional discipline shape financial decisions in Morgan Housel’s The Psychology of Money….
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market volatility
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Navigating Market Freefalls: Practical Strategies and Mindset Shifts

Strategies for navigating sharp market declines, including evaluating excess cash, considering tax opportunities, controlling news consumption, and maintaining a disciplined…
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Booked With Marc: Greenlights by Matthew McConaughey

Marc shares lessons from Greenlights about committing fully, taking calculated risks, building discipline, and creating the structure needed for greater…
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Delivering Confidence Amidst Market Volatility

A perspective on market volatility, tariffs, diversification, risk management, and why long-term investors benefit from separating short-term headlines from enduring…
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Love & Money: How Couples Should Talk About Finances

Practical guidance for couples discussing income, spending, debt, goals, responsibilities, and the habits needed to make financial decisions together….
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Navigating Financial Risks During Natural Disasters: Lessons from the LA Fires

Financial-readiness lessons from natural disasters, including insurance reviews, emergency savings, document protection, account access, fraud awareness, and recovery planning….
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Staying Vigilant with Your Finances This Season

Practical cybersecurity habits for protecting financial accounts, personal information, devices, passwords, and communications from scams and unauthorized access….
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Making a Difference Through Family and Charitable Giving

Explore ways families can align charitable giving with their values through thoughtful timing, tax-aware strategies, communication, and long-term planning….
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Know Your Worth: Why Regular Business Valuations Can Be a Game-Changer

Regular business valuations can support succession, risk management, estate planning, ownership decisions, financing, and a clearer understanding of what an…
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Think Like a Pro: 4 Common Traits of Verde Clients

Four qualities that strengthen an advisory relationship: openness to advice, willingness to communicate, long-term thinking, and commitment to acting on…
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7 Financial Tips for Back-to-School Season

Practical ways families can budget, shop strategically, plan for surprises, and use back-to-school season to strengthen financial habits and long-term…
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Market Impacts During Election Years

Historical context on election-year markets and why political uncertainty should be evaluated within a disciplined, long-term investment plan….
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