Verde Capital Management

09/08/2026

Wishing a very Happy Birthday to Verde Capital Management’s Investment Committee President and Financial Advisor, Jack Yarosh! 🥳📊

Thank you for your steady leadership, strategic vision, and constant dedication to guiding our clients toward financial success. We appreciate everything you bring to the firm and hope you take some time to celebrate today!

Join us in wishing Jack a great day in the comments below! 👇

09/07/2026

Happy Labor Day! We’re celebrating the hard work, dedication, and contributions of workers across every industry who keep our communities thriving and our economy moving forward. 💸

𝐇𝐨𝐥𝐢𝐝𝐚𝐲 𝐂𝐥𝐨𝐬𝐮𝐫𝐞 𝐍𝐨𝐭𝐢𝐜𝐞:

• 𝗢𝗳𝗳𝗶𝗰𝗲 𝗦𝘁𝗮𝘁𝘂𝘀: Our offices are closed today in observance of the holiday. We will reopen during normal business hours tomorrow.

• 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝘁𝗮𝘁𝘂𝘀: U.S. financial markets are also closed today and will resume trading tomorrow morning.

Wishing you and your family a safe, relaxing, and enjoyable holiday!🍃

09/04/2026

Yesterday’s severe storms were a stark reminder of how quickly conditions can change. We hope all of our neighbors throughout Clarkston and the surrounding areas are safe and sound this morning.

Nature has a way of testing our readiness, much like economic cycles test our financial plans. The key to navigating either isn’t predicting when the storm will hit, but ensuring you have a resilient foundation long before it arrives.

Seeing our “V” backlit on the deck last night was a peaceful reminder that clear skies always follow the rough weather. 💚

09/04/2026

Most parents start planning for college tuition years in advance, but daycare hits immediately and often costs significantly more. Averaging $13,128 per year ($65,640 total) compared to $11,610 annually for college, early childcare is one of the most under-budgeted phases for growing families.

Three actionable ways to navigate the daycare years:

1️⃣ Treat It as a Fixed, Temporary Expense: Rebalance your household budget six months before your child arrives, rather than reacting after.

2️⃣ Leverage Tax-Advantaged Accounts: Max out a Dependent Care FSA to set aside up to $5,000 pre-tax for eligible childcare costs.

3️⃣ Pivot Cash Flow directly to College Savings: When kindergarten begins and daycare fees end, immediately redirect that monthly budget straight into a 529 plan instead of letting it slip back into general lifestyle spending.

Proactive cash flow planning keeps early parenting expenses from derailing your long-term wealth goals. Connect with our team to build a financial roadmap for your growing family 👉🏼 verdecm.com

09/03/2026

Facing a massive tax bill with all your net worth tied up in home equity and 401(k)s? Don’t hit the “sell stock” panic button just yet. 🛑

Selling your portfolio to cover sudden cash needs destroys your long-term growth and triggers even more taxes. That’s the classic liquidity trap.

In our latest YouTube video, we break down the exact framework for using SBLOCs (Securities-Backed Lines of Credit) to access cash immediately without liquidating a single share or sacrificing your compound growth.

📺 Link in bio to watch the full breakdown

09/03/2026

Facing a massive tax bill with all your net worth tied up in home equity and 401(k)s? Don't hit the "sell stock" panic button just yet. 🛑

Selling your portfolio to cover sudden cash needs destroys your long-term growth and triggers even more taxes. That’s the classic liquidity trap.

In our latest YouTube video, we break down the exact framework for using SBLOCs (Securities-Backed Lines of Credit) to access cash immediately without liquidating a single share or sacrificing your compound growth.

📺 Watch the full breakdown now

If you got hit with a giant tax bill and your wealth is locked in 4...

09/02/2026

When extra cash lands in your account, knowing exactly where to allocate it removes the guesswork from building long-term wealth. Work down this priority checklist and stop wherever your budget ends for the month:

💸 Foundation First: Secure 3 to 6 months of living expenses in a high-yield savings account, then claim 100% of your 401(k) employer match (never leave free money on the table).

🪿 Feed “The Golden Goose”: Direct 16% to 17% of take-home pay into a standard taxable brokerage account to maintain penalty-free access before age 59½ for major purchases, opportunities, or early retirement.

💳 High-Interest Debt & Tax-Advantaged Growth: Clear high-interest balances (credit cards, student loans), leverage ESPP company stock discounts, and fill your 401(k), HSA, and Backdoor Roth to their annual limits.

🧑‍🧑‍🧒‍🧒 Legacy & Low-Cost Debt: Fund 529 or UTMA accounts for kids, evaluate private real estate carefully, and pay off low-interest debt like your mortgage last.

Where are you currently focused on this list? Connect with our team to align your cash flow strategy with your broader financial goals 👉🏼 verdecm.com

08/31/2026

When market volatility hits, the instinct to exit can be overwhelming, but sitting on the sidelines often costs more than staying the course. 📉

Historical data shows that major downturns are frequently followed by significant rebounds:

• 9 of 10 times, the market was up a year after its largest one-day drops.
• +30% average return in the 12 months following those worst days.
• 13% annualized return over the subsequent 5-year period.

Trying to time the market to avoid the bad days often means missing out on the best ones. A disciplined, long-term strategy keeps your portfolio positioned for recovery when it matters most. ✨

Have questions about managing your portfolio through market ups and downs? 👉🏼 Connect with our team at verdecm.com.

08/28/2026

Out of the office, off the grid, and leaning into their creativity! 🏺🥾

The Verde Capital Management Operations Team took a well-deserved breather today to focus on team building. Between their pottery painting and hiking, it turns out this crew has more skills than just keeping our day-to-day running seamlessly.

Grateful for a team that works hard and always shows up for each other both in and out of the office!

08/28/2026

Transitioning from a regular paycheck to living off your retirement savings is one of the biggest financial shifts you’ll ever make and almost nobody prepares you for how uncertain it can feel. 💸

Join us for a free, interactive workshop with CPA & Financial Coach Michelle Kopp on Wednesday, October 7 from 11am - 12pm EDT 📆

She’ll walk you through the exact framework to turn a portfolio distribution into a predictable monthly rhythm so spending it finally feels as automatic as a paycheck once did. ✨

Register here 👉🏼 bit.ly/retirementwithverde