Veris Wealth Partners

Jane Swan, CFA and Roraj Pradhananga have published their Economic and Market Update looking back on the third quarter of 2025 and ahead to the remainder of the year. Read their insights: https://lnkd.in/eiNXEFtg

Veris CIO Roraj Pradhananga will be speaking at the New Private Markets Investor Summit in NYC November 4 - 5th. Roraj will join a panel focused on Investing in a Safe and Just AI Transition with Toby Mitchenall, Fabio Ranghino, and Jessica Matthews and he will also join in a conversation focused on Investing in Inequality Solutions with Josh Tanenbaum, Smitha Das, Kelly Gauthier, and M. Randall Strickland. For info on the event and how to register visit: https://lnkd.in/gJYmypFs #NPMSummit2025 #ImpactInvestment #PrivateMarkets

Next week, at 11am ET on September 30, Tideline will host the second of our Compass Series webinars focused on the impact fixed income opportunity hiding in plain sight. Please join us for what promises to be a bridge-building conversation, as we: (a) explore the role of fixed income as an entry point for investors who are new to impact, and as an anchor for multi-asset class impact portfolios; and (b) explore the connectivity between the labeled bond and impact investing markets and the opportunity for cross-fertilization. We are grateful to be joined by a fantastic group of industry leaders, including Danielle Reed at Builders Vision, Roraj Pradhananga at Veris Wealth Partners, Ina Hoxha (Zaloshnja) at Climate Bonds Initiative, and Joohee Rand from The Global Impact Investing Network. Register now at: https://lnkd.in/eqDyH8YC

In this article, Tim Kingsbury, CFP®looks at a few of the most significant changes the One Big Beautiful Bill Act (OBBBA) will bring for some taxpayers, and offers his suggestions for action steps that readers may wish to consider in light of these shifts: https://lnkd.in/edVdqa9q

We believe that shareholder advocacy remains one of the most powerful tools investors can use to drive positive social and environmental change at companies across public markets. But regulatory shifts and political pushback in 2025 are driving investors to adapt how they are practicing shareholder engagement. Roraj Pradhananga explores these changes and what they mean for sustainable investors in the latest article in his series on the State of Sustainable and Impact Investing in 2025. Read Shareholder Advocacy: Engagement Under Pressure here: https://lnkd.in/erUH4AVS 

With new rules on charitable deductions starting in 2026 under OBBBA, 2025 will be a key planning year for many families. In Financial Advisor magazine, Veris Advisor Tim Kingsbury, CFP® notes how donor-advised funds (DAFs) offer tax benefits now while providing flexibility for future giving. Read the full article by Ben Mattlin here: https://lnkd.in/eVcZ6BxN

🚀 Workshop D – Latinas in Motion: Shaping Markets, Defining Careers Latinas are not only participating in the financial sector—they are leading its transformation. Join us for this powerful workshop hosted by Latinas in Finance at the 17th Annual Latinos in Finance Bootcamp, featuring leaders who are breaking barriers, navigating market shifts, and using their voices to influence both outcomes and opportunities: ✨ Marisela García Márquez – West Strategy Group ✨ Erica Gonzalez – Stifel Financial Corp. ✨ Sandra Guerrero – Veris Wealth Partners 🎤 Moderator: Angela Ty 📅 Bootcamp: September 18, 2025 📍 Finix (Venue Sponsor), San Francisco ‼️🌟 Special Offer: Purchase a full-price Bootcamp ticket and get 50% off our Latinas in Finance Wine Mixer, Brilla & Sip,  on September 17, 2025 at Asiento, SF. 👉 Email your ticket confirmation to marketing@latinosinfinance.org  for the discount code. 🎟️ Bootcamp: https://lnkd.in/gxYp8RFZ 🎟️ Brilla & Sip: https://lnkd.in/gf_qDENz #LatinasInFinance #Leadership #FinanceCareers #LatinosInFinanceBootcamp

How can investors turn values into clear, actionable investment decisions—especially in uncertain times? Lori Choi, CFA (Veris) and Rehana Nathoo (Spectrum Impact) co-led a workshop focused on this question during their recent workshop, Navigating Uncertainty: Getting Clear On My Why. If you weren’t able to join us live, you can now watch the replay of the workshop or read the transcript here: https://lnkd.in/edWCPTQa If you are just getting started on your journey to aligning your portfolio with your values or organization’s mission, Lori and Rehana shared insights that can help you take your first steps: Rehana: Start developing your theory of change and impact thesis, by first seeking to identify the root causes of the social or environmental challenges you most wish to address, the specific communities you want to focus on, and the types of outcomes you aim to achieve. Lori: Get clear on both your financial and impact goals – and document them! Evaluate new opportunities using the decision making framework to feel more confident while navigating uncertainty. Watch the replay for more detailed guidance on how to take these steps, and what actions you may want to consider next. #impactinvesting #valuesalignedinvesting #sustainableinvesting #impactthesis #howtoaligninvestmentswithvalues #missionalignedinvesting #impactinvestingforfamilies #impactinvestingforfoundations