Verus Capital Management

04/30/2026

Verus Capital is merging with Wellment Financial. All clients have been receiving updates on the transition status. If you are not a client yet but you want to learn more about Wellment, check out the website!

Formerly FSR Wealth Strategies. Tax-focused retirement planning with in-house CPA expertise for retirees and those nearing retirement in the Chicago area.

12/06/2023

Christmas Cheer and a stunning sunset outside of our Orland Park office tonight.

11/11/2022

On this day in 1989 I enlisted in the United States Marine Corps and served for eight years. Verus is proud to be a Veteran owned business.

09/30/2022

Very exciting news. Stay tuned and sign up for our newsletter to learn more.

09/13/2022

Our recent Verus Newsletter is a must read for all investors. Everyone is talking about rising rates, and they should be, but there is something even bigger taking place that just started this month.

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08/27/2022

We recently sponsored the Alzheimer's Association's "In It To End It" golf outing, held at La Grange Country Club. This was the second annual outing held at LGCC and it was a tremendous success dedicated to to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.

04/17/2022

Our recent newsletter highlights three critical things NOT being priced into the Market. Just last month the concept of a 50 basis point rate hike in May was unlikely. It is now a 90% probability along with a chance for .75%!!! We will also see balance sheet reductions like never before in history. The Fed is going from a buyer of bonds to a taper (allowing matured bonds to expire and not reinvest) to a seller of bonds in the span of 90 days.

This is historic, sign up to our newsletter to learn more.

03/09/2022

At Verus Capital Management we have access to every asset class, including hard assets in the energy sector. There are essentially two ways to invest directly into oil. First, you can invest directly into oil producing wells. This type of investment provides significant tax benefits for investors in the form of deductions for Intangible Drilling Costs (IDC's). In 2021 there were proposals to eliminate the tax benefits for investors. This had a direct impact on investors and the industry as a whole. The second type of investment is directly into the land or acreage above oil reserves. This type of investment is referred to as "Mineral Rights" and it is less capital intensive and less risky than drilling opportunities. Regardless of the type of the investment, the energy sector is an excellent hedge against inflation. Recently there have been several comments made by the existing Administration regarding 1,000's of unused leases along with the claim their policies are not impacting domestic oil production. That claim is false and you can read more on the topic in the attached article. Feel free to call us if you want to learn more about our oil drilling opportunity and our mineral rights opportunity.

02/19/2022

Are you the parent or grandparent of an Illinois highschool senior or junior that isn't sure about their college path? You are not alone, and you should sit down and have a discussion about the Trades. We would recommend the fields of Electrician, Pipefitters, or Plumbers specifically. Over the past year, $100's of Billions have been allocated via various stimulus bills to improve infrastructure. Illinois has already received more than $1.7 Billion in funding to replace all lead water pipes in the state. To complete the entire job will require ten times that amount. There will be ample work for decades to come.

At the completion of one's paid apprenticeship you are 3 credit hours short of an associates degree. If you choose to continue on with your full degree you won't be saddled with four years of debt. Finally, Local Unions have some of the strongest retirement benefits available including pensions and healthcare. We have numerous clients from one of the largest Local Pipefitter's Union and their pension continues to be one of the best I have witnessed across any industry. Their pension also happens to be 94% funded (compared to a very large local municipal fire department union funding of 18%).

There are many articles available debating the financial benefit/investment return of a Bachelor's Degree. Considering a Trade may be the right choice for some.

12/01/2021

Interest Rates are going up sooner than expected. Earlier this year the forecast was five interest rate increases by the Fed in 2023. There is now a 100% chance of rate increases in 2022, including a 5% chance of a rate hike as early as January!! Most data suggests hikes beginning in May with 2 or 3 .25% increases in 2022 and more in 2023.

What does this mean for investors? There have been 118 interest rate increases by the Fed since 1950. The outcome is very predictable. There are consistent winners and consistent losers every time interest rates rise. Contact us or sign up below to receive our upcoming newsletter on the topic with a deep dive on how the investment landscape in 2022 is evolving.