Blogs & Articles

By Kevin Boutwell, CFP®, CIMA® Are you a corporate executive? If so, are you aware of the top 5 biggest financial mistakes corporate executives tend to make? At Veracity Capital, we work with a number of executives within 5 to 10 years of retirement. If that describes...

By Mike Collopy, CFP®, CIMA® It’s impossible to go through life without making mistakes—they’re just a part of being human. In fact, we often learn from mistakes of the past to make better decisions in the future. However, when it comes to retirement, there are no...

By Mike Mess, CFO, CEPA As a business owner, you’ve likely spent decades building your company from the ground up. With so much hard work and dedication, it can be difficult to plan for a scenario in which you are no longer the one in charge. But this day will one day...

By Kevin Boutwell, CFP®, CIMA® As a high-net-worth investor, you want to ensure that you’re getting the most out of your assets and that they are working for you in return. You don’t want to leave it sitting in a savings or checking account where you’re earning a very...

By Mike Mess, CFO, CEPA As a business owner, the day will eventually come when it’s time to sell or leave the business you’ve worked so hard to build. Your exit could be a sale from a Strategic Buyer, Private Equity, Management Buyout (MBO), or Initial Public Offering...

By Mike Mess, CFO, CEPA Business succession planning is a tedious task that can quickly end up at the bottom of the to-do list if you’re not careful. As mundane as it may feel, it is a critical component of the long-term success of a business, particularly family...

By Mike Collopy, CFP®, CIMA® Many of our clients work for corporations and are compensated with company stock (through RSUs, stock options, or other means). We’ve all heard that more risk can lead to more reward. But we also know that having your career—and your...