Verity Investment Partners

03/23/2026

The outlook for 2026 reinforces the importance of maintaining discipline, diversification, and humility as economic leadership broadens and the cycle continues to mature.

Read on in this recent article published on our website: https://verityvip.com/insights/the-economic-backdrop-of-2025-and-2026-opportunities

01/15/2026

If fear causes investors to sell at the wrong time, complacency is often what causes them to take risks without realizing it. This past quarter, markets have rewarded confidence as volatility faded, asset prices marched higher, and investors grew comfortable assuming today’s conditions will persist.... Read on in our quarterly newsletter by clicking here: https://verityvip.com/insights

08/16/2025

We are now more than halfway through 2025, and if your emotional barometer has been bouncing, you are not alone. This past quarter has seen a trade policy whipsaw, an escalating (then cooling) crisis in the Middle East, and continued handwringing over whether the Fed will cut rates soon enough to satisfy someone’s forecast.

Read on in our quarterly insights and our Summer 2025 Verity Newsletter by clicking here ----->

https://verityvip.com/insights

04/21/2025

The start to 2025 has been a great reminder as to the importance of having a long-term investment strategy built on sound principles. The new presidential administration came out of the gates with guns blazing. They seem to want to change just about everything, and all at once....

Read on in our Spring VIP Newsletter by visiting here: https://verityvip.com/insights

01/15/2025

We are pleased to report that 2024 was another good year for equity investors. The economic backdrop continued to be favorable, while inflation diminished but did not go away. Read on in our quarterly update found here:

https://d23nysui3uylrk.cloudfront.net/insights/Winter2025_Verity_Newsletter.pdf

12/16/2024

It's hard to believe that the year is drawing to a close. Are your financial affairs in order? Review our Year End Financial Planning Checklist today and do a once over. This free resource is open to anyone.

https://verityvip.com/insights/year-end-financial-planning-checklist

10/17/2024

Your year end financial planning checklist, economic outlook, and healthy discussion on apolitical investing are all found in our quarterly report, available now! Visit: https://verityvip.com/insights to see read our Fall 2024 newsletter.

08/01/2024

Verity Investment Partners is pleased to announce that we have been named Top 300 RIA firms by Worth Magazine and also pleased to share that the firm has reached a major milestone of $1 Billion in assets under management!

Read the full press release on our website:
https://verityvip.com/insights/verity-investment-partners-reaches-1b-aum-named-worth-media-top-300-ria-firm-2024/

04/23/2024

We prefer to stay out of politics, but we know that many Americans are frustrated by the rematch between Presidents Biden and Trump in this year’s presidential election. Each candidate is pointing to a likely apocalypse if the other is elected, but one of the unique aspects of this year’s election is that both men have already served as president, and we survived as a nation in both cases.

We believe that the economy and markets will adjust to any “new normal”, and we are confident that there will continue to be ample opportunities for long-term investors.

Read more in our quarterly newsletter by clicking here:
https://d23nysui3uylrk.cloudfront.net/insights/Spring2024_Verity_Newsletter_disclosure.pdf

Registered investment advisory firm serving high net worth investors with asset and wealth management

04/08/2024

So many people want to know how Artificial Intelligence will affect their future and learn more about this emerging technology. We examine how AI is being used in investing and what Verity Investment Partners is doing to use AI as a tool.

Read the article by visiting here: https://verityvip.com/insights/the-impact-of-artificial-intelligence-on-investing

01/18/2024

The good news is that inflation has come down significantly, and it seems likely that the Fed’s tightening policy of raising rates has peaked. What's the other good news and what's the bad?

Find out by reading the latest issue of our Verity Investment Partners Quarterly Newsletter here!
https://verityvip.com/insights

10/17/2023

Patience is the cornerstone of long-term investment success. It is relatively easy to be patient when the market is going up but much harder when it is going down or sideways. We believe it is easier to remain patient when you are confident that your investment portfolio is on track. Here are the "Four Jobs" (our core investment framework) explained and why our investors feel confident that their portfolios are, indeed, on track.

https://d23nysui3uylrk.cloudfront.net/insights/Fall2023_Verity_Newsletter.pdf

Registered investment advisory firm serving high net worth investors with asset and wealth management