Blogs & Articles
Financial Planning for Business Owners: Avoiding Costly Mistakes
Mar 28, 2024 | Blogs/Articles, Business Owners
By Mike Mess, CFO, CEPA As a business owner, you’ve embarked on a journey filled with challenges and triumphs. Every decision you make can significantly impact your company’s trajectory, profitability, and sustainability. However, amidst the excitement of...
Case Study on a Corporate Executive We Have Helped
Feb 15, 2024 | Blogs/Articles, Executives
Are you a corporate executive with questions about compensation? Read how Veracity Capital Wealth Advisors helped this corporate executive.
2024 Market and Economic Outlook
Jan 24, 2024 | Blogs/Articles, Market Insights
We invite you to join Veracity Capital CEO Kevin S. Gray and CFO Mike Mess for our 2024 Market Outlook. In this video, we offer our insights regarding three main themes for this year.
What You Need to Know Before Investing in Real Estate
Jan 8, 2024 | Blogs/Articles
Now’s your chance to learn real estate investing essentials from Veracity Capital. Don’t make a move until you read this!
Wishing You Happy Holidays From Our Team!
Dec 20, 2023 | Blogs/Articles
Happy Holidays from our team at Veracity Capital! The past year has certainly had its ups and downs, but we are always grateful to have clients like you. We appreciate your trust in us and the opportunity to provide exceptional service. It is our goal to help you feel...
Is Cash King?
Dec 6, 2023 | Blogs/Articles
By Mike Collopy, CFP®, CIMA® The headlines continue to highlight the uncertainty and weakness of the economy. The list of reasons includes but is not limited to; inflation, mortgage rates, union strikes, our country’s divisive politics, China, war, and the list goes...
Year-End Planning Opportunities
Nov 27, 2023 | Blogs/Articles
We’ve crafted a year-end financial checklist highlighting several timely planning considerations.
Q4 2023 Market Outlook Video
Oct 25, 2023 | Blogs/Articles, Market Insights
We invite you to watch the following video in which partner and wealth advisor Mike Collopy and CFO Mike Mess discuss the continuing 2023 themes, and what to expect moving forward into the end of 2023.
Understand Your Stock Options Before You Sign on the Dotted Line
Oct 6, 2023 | Blogs/Articles, Executives
Your financial future is written in the details. Before you put pen to paper, make sure you fully understand your stock options.
Understanding the Differences Between Tax Preparation and Tax Planning
Sep 8, 2023 | Blogs/Articles
Tax Preparation and Tax Planning? What’s the difference? Read our blog to find out which financial professional you may need next.
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