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

Gratitude

A reflection on gratitude, generosity, relationships, and how recognizing what matters can shape a more meaningful approach to life and…
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What is Love Mean to You?

A reflection on love, family, friendship, care, generosity, and how financial planning can help support the people and experiences that…
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  • Resources & Insights, Videos

Fireside Chat w/ Special Guest – Greg Marx, CPA

A recorded conversation with CPA Greg Marx covering tax-related questions and financial considerations relevant to planning decisions at the time…
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Health Savings Accounts (HSAs) 101

An introduction to Health Savings Accounts, including eligibility, tax advantages, contribution considerations, qualified expenses, investing potential, and long-term planning uses….
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Election 2020

Historical market data challenges the assumption that one political party consistently produces better investment results and explains why elections should…
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  • Resources & Insights, Videos

Fireside Chat – Q&A with the Verde Team!

A recorded question-and-answer session with the Verde team addressing financial planning, investing, markets, and questions submitted by clients and viewers….
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Fireside Chat w/ Tommi Harris on Unclaimed Funds

A recorded discussion of unclaimed property, escheatment, how funds become separated from their owners, and steps people can take to…
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Fireside Chat w/ Eric Tomaszewski on Negativity Bias & Market Opportunities

A 2020 fireside chat exploring pandemic-era markets, negativity bias, investor behavior, emerging opportunities, and the value of disciplined decision-making during…
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Fireside Chat – PIP Reform in Michigan

A recorded discussion of Michigan’s 2020 no-fault insurance reform, PIP choices, liability exposure, coverage changes, and questions to review with…
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  • Resources & Insights, Videos

Understanding Bear Marketings

A recorded Verde fireside chat explaining bear markets, different causes and patterns, and how historical context can help investors respond…
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  • Resources & Insights, Videos

The Mind

A recorded Verde video examining how mindset, emotion, and behavior can influence financial decisions and investment outcomes….
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The Wisdom of Crowds

Explore the wisdom-of-crowds concept, the conditions that make collective judgment useful, and how Verde applies broader evidence to research and…
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