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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. We do what is Genuine, True, Proper,. And Right for every client every time.". Probat...

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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. We do what is Genuine, True, Proper,. And Right for every client every time.. Probat...

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Home | Verus Wealth Management | veruswealth.net Reviews

https://veruswealth.net

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. We do what is Genuine, True, Proper,. And Right for every client every time.". Probat...

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veruswealth.net

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Our Philosophy | Verus Wealth Management

http://www.veruswealth.net/p/our-philosophy

The word Verus comes from Latin and is literally translated as genuine, true, proper, and right. We chose this name for our firm because it represents our commitment to putting the client at the center of everything we do. We built our firm on a set of core principles that guide every decision we make:. Our clients come from many walks of life and they share a desire for prudent guidance, objective advice, and long-term relationships with a passionate team who support their vision of financial freedom&#4...

2

Team | Verus Wealth Management

http://www.veruswealth.net/team

David Brooks has been helping individuals and small business owners reach their financial goals since 1999. He has served many roles in the industry over the years, including branch manager, commodities trader, and financial planner. Click to read more. Hugh Halsey began his career in the financial services industry with Morgan Stanley in 2002, and then continued to build his practice at Raymond James. After seeking out a fiduciary, fee-only, lower-cost platform, he joined Verus. Click to read more.

3

Glossary | Verus Wealth Management

http://www.veruswealth.net/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

4

Events | Verus Wealth Management

http://www.veruswealth.net/events

June 9, 2015 6:00p - 8:00p. Exclusively for our clients and their guests, it is an opportunity to get an inside look to to see how local Grimaldi's Candies makes their treats. We will be tasting several different types of chocolates and enjoying one another's company. Keep me posted about news and events. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. 730 East Strawbridge Avenue.

5

Estate | Verus Wealth Management

http://www.veruswealth.net/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? Federal estate ta...

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Home | Verus Wealth Management

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. We do what is Genuine, True, Proper,. And Right for every client every time.". Probat...

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The Verus Wealth Management Team. Verus’ Teams of Experts. Verus’ External Team of Experts. Verus in the Community. A Guide to Separately Managed Accounts. Protecting You On The Downside. What Makes Us Different. Verus North American Dividend. Verus Canadian Strategic Value. Verus U.S. Opportunities. Retirement RRSP / RRIFs. Tax Planning / Income Tax Rates. Will and Estate Planning. Historical Summary of Inflation. Verus Newsletters and Updates. Verus Wealth Notes – Q2 2015. Adding value since 1985.

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