Verde Capital Management

10/30/2026

Our portfolio got a little spooky today 🎃👻

The Verde team traded business casual for capes, creatures and some seriously creative costumes. Congrats to our winners for 

👯 Best Team Costume: Step Brothers (Riley and Sheeva)
👻 Best Costume  Cruella Deville and her Dalmatian (Trish and Odin)
🧛🏻‍♀️ Most Creative: K Pop Demon Hunter Rumi (Kim)

The competition was fierce (and a little frightening)! 🏆

Happy Halloween from all of us at Verde. Treats always beat tricks, especially when it comes to your financial plan. 🍬

10/30/2026

Feeling uneasy about the economy? You're not alone 😬 Consumer sentiment hit 48.1 in September, among the lowest readings on record.

Here's the twist. After past sentiment lows (1980, 1990, 2008, 2011, 2022), stocks gained 18% to 33.5% over the next year. When sentiment ran below 60, stocks averaged +18.66%. When it was above 105, they averaged just +3.26%.

How we feel and how markets perform aren't always in sync. Let's keep your plan grounded in your goals, not the mood. 👉🏼 bit.ly/callwithverde

10/30/2026

Happy birthday, Marc! 🎉

Marc is one of Verde’s Financial Advisors, and his hard work, thoughtfulness, and positive spirit make our team stronger every day. We’re so glad to have him in the Verde family!

Here’s to a great birthday and an even better year ahead, Marc! 🥳

10/29/2026

Big news from the team! 🎓✨

Join us in celebrating financial advisor Sheeva Hajimirza on passing the CFP® exam!

Achieving this milestone takes serious discipline, deep technical expertise, and an relentless dedication to helping clients achieve their financial goals. Sheeva, your work ethic and passion for excellence inspire all of us at Verde 💚

Drop a 👏 in the comments to show Sheeva some well-deserved love!

WomenInFinance

10/29/2026

The Fed hit pause ⏸️ Yesterday it held its benchmark rate at 3.75%–4.00%, a week before the midterms.

So what happens after a pause? Since 1990, when the Fed held steady and no recession followed, U.S. stocks averaged +15.29% over the next 12 months and bonds averaged +4.04%. Even when a recession did follow, stocks averaged +8.17% and bonds +8.79%.

Pauses are the Fed's most common setting (55% of months), and they've historically been a pretty good backdrop. Questions about your mix? Reach out to a Verde advisor 👉🏼 bit.ly/callwithverde

10/28/2026

✨ We’re having an open house on Thursday, November 5, from 11am to 8pm! ✨ 

☕️ 11am to 1pm: Enjoy a beverage from our coffee bar

🎤 3pm to 6pm: Live music by Sam Van Wagoner 🎶🎵

📣 6pm: A special presentation from Zach Pandl, Head of Research at Grayscale, our digital currency ETF provider

We’re thrilled to have Zach join us. It’s a rare chance to hear directly from the research lead at one of the firms shaping the digital asset market, and to ask your questions in person.

Stop by anytime, bring a friend, and come say hi to the team. RSVP by Friday, October 30th at (248) 528-1870. We’d love to see you there!

10/28/2026

Plot twist for 2026 📈 After a rough first quarter, U.S. stocks are up 12.75% through September. That's the 5th-best start to a midterm election year since 1926.

History doesn't repeat on schedule, but it does rhyme. After the 14 strongest midterm starts, stocks averaged +23.33% over the next 12 months, and 13 of those 14 years were positive.

Elections make noise. Plans make progress. Want to talk through yours? Reach out to us 👉🏼 bit.ly/callwithverde

10/27/2026

Claiming Social Security at 62 vs. 70 was never the real question.

Most retirement plans hand you a generic "withdrawal rate." The problem? A percentage doesn't pay your monthly bills. A predictable paycheck does.

What actually matters isn't just how much you pull from your nest egg, but the exact withdrawal order you follow. The sequence you draw from your accounts directly controls:

• Your tax bracket and your window for low-rate Roth conversions

• Medicare premiums triggered two years down the road (IRMAA)

• The tax bill waiting when Required Minimum Distributions (RMDs) kick in at 75

In our latest video, Carl Szasz breaks down the 3-layer system: The Floor, The Bridge, and The Portfolio. Check it out to see why Social Security is just one component of your floor layer, and the exact questions to ask any financial advisor before you retire.

Watch the full breakdown: https://youtu.be/SBqQqhJwmLs?si=CXpQVxo2Bt6vds7Y

Run your own numbers with our free Retirement Paycheck Calculator: https://bit.ly/verde-socialsecurity

Social Security at 62 vs 70 was never the real question. Here's the...

10/27/2026

The first conversation is about you, not a portfolio. ☕ Tell us what you want your money to make possible, and we'll show you how the pieces fit.

Book a time at 🔗 bit.ly/callwithverde. Let's talk.