Verdence Capital Advisors

👥 In a recent Wealth Management interview, our CEO, Leo Kelly, recently commented on the challenges advisors face when serving next-generation investors: “This is an age-old problem, and it’s an economic problem,” he said. “And it’s hard to fix, because even if I bring in an advisor and say, ‘serve these clients because they’re the future,’ [that advisor] would be out of business before those clients are the future.” — Leo Kelly, CEO of Verdence Capital Advisors https://hubs.la/Q03glzCd0 His point? Younger clients may build wealth over time, but early on they rarely bring in enough revenue to support an advisor’s book. At Verdence, we get that. That’s why we’ve built multi-generational teams and strategies designed to serve entire families—now and in the future. #FinancialAdvisor #NextGenInvesting #WealthManagement #FinancialPlanning #Leadership #FamilyOffice

Proud to see our very own Michele Welsh, Chief Marketing Officer, sharing the stage with such an accomplished panel at the Barron’s Advisor Teams Summit. 🙌 For Verdence, building a trusted brand isn’t just about standing out — it’s about creating real, lasting connections with our clients. 🔹 🔷 🔹 #BATeams #Verdence #BrandStrategy #ClientExperience #FinancialAdvisors #MarketingLeadership

Our very own CIO and podcast host of Markets With Megan, Megan Horneman talks Bear Markets as a guest on Money Life podcast with Chuck Jaffe. Did you catch it? Want more of Megan's insights? Go to www.MarketsWithMegan.FM

✨ Happy Work Anniversary to this group! 🎉 Sheri Bullard, Meg Sheil-Puopolo, Jason Edelson, QFOP®, John Morgan, and Brian Sabo, CFP® - we truly appreciate everything you put into Verdence each and every day. We're so fortunate to have you on the team. Please join us in congratulating them! 👏 To learn more about all our team members, go to https://hubs.la/Q03gLqGz0.

Markets Surge Over 2,000 Points — Is This the Turning Point? ⁉️ https://hubs.la/Q03gM5ly0 📈 After weeks of turbulence, the markets are finally bouncing back — big time. In this special Impact Report, Megan Horneman breaks down the massive 2,000+ point rally in the Dow and what’s fueling this sudden optimism. President Trump announced a 90-day pause on tariffs for most countries — a move aimed at allowing time for trade negotiations. While China remains combative, over 75 countries are reportedly working with the administration to strike new deals. Could this be the spark that turns the tide? ✅ What the 90-day tariff delay really means ✅ Why the market was so oversold to begin with ✅ Could this be a dead cat bounce? ✅ How global cooperation is shaping the outlook With markets moving like it’s 2020 again, you don’t want to miss Megan’s take on what’s next. 👉 Subscribe, hit the 🔔 bell, and stay ahead of the headlines. 🎧 Explore past episodes: https://hubs.la/Q03gL-Pd0 📤 Share this with a friend who’s watching the markets too! #MarketsWithMegan #StockMarket #Tariffs #TradeWar #EconomicUpdate #DowJones #InvestingNews #marketnews

In the latest episode of Markets With Megan, Verdence CIO Megan Horneman reviews the NFIB Small Business Optimism Survey, which just dropped to its lowest level since October and saw the biggest monthly decline since June 2022. 😬 https://hubs.la/Q03gsq4H0 📺 Watch now on YouTube or listen wherever you get your podcasts.

📉 Global Markets Stumble – What's Really Going On? 🌍💼 Geopolitical tensions, stubborn inflation, and cracks in the labor market sent shockwaves through the markets in the first quarter of 2025. https://hubs.la/Q03glBxN0 🔻 U.S. equities tumbled, with the once-dominant “Magnificent 7” leading the selloff. 📈 Gold soared to levels not seen since the 1980s as investors searched for safe havens. ⚠️ Unemployment ticked up to 4.2%, and consumer sentiment fell to a 12-year low. 💹 Meanwhile, value stocks outperformed growth, and international markets outpaced the U.S. It’s a pivotal moment: defensive positioning, diversification, and clear-eyed perspective matter more than ever. Read Megan Horneman's weekly insight. #MarketNews #Investing #MarketUpdate #Economy #Inflation #WealthManagement

Heading to Barron's Advisor Teams Summit (April 9–11)? Don’t miss Verdence’s Sarah Mouser, CFP®, CDFA®, CTS™, CES™, CCFS®, ELA™ (yes, she really has all those letters), Managing Director of Financial Planning and Michele Welsh, Chief Marketing Officer, as they take the stage to share strategies, perspective, and a little marketing magic to help advisors elevate client experience. Make sure to connect with them during the event! #BATeams #FinancialPlanning #Marketing

“Liberation Day” is more than a headline. Get the facts. 💡 🎧 Watch now → https://hubs.la/Q03fQ3YS0 🎙️ In the latest Markets with Megan IMPACT REPORT, Verdence CIO Megan Horneman breaks down: ✅ The real impact of the 10% import tariff ✅ Fed response + recession risks ✅ Why smart investors see opportunity in the chaos 📉 Don’t just ride the volatility — understand it. #LiberationDay #ReorderGlobalTrade #InvestmentAnalysis #Tariffs #MarketVolatility #Economy #FederalReserve #GlobalTrade #inflation

🚨 “Liberation Day” is Coming…But for Whom? 🇺🇸💥 April 2nd marks a massive shift in U.S. trade policy, with sweeping tariffs set to hit global trade partners. From skyrocketing car prices 🚗💸 to rising recession risks 📉, this could shake domestic and international markets. Get the full breakdown from Verdence CIO Megan Horneman, of what’s coming and what it could mean for investors: 👉 https://hubs.la/Q03f8CzY0 #LiberationDay #Tariffs #MarketVolatility #Investing #TradeWar #EconomicOutlook #FinanceNews