Blogs & Articles
Six Strategies for Year-End Tax and Charitable Planning
Sep 18, 2024 | Blogs/Articles, Financial Planning
We all know that life can get hectic as the year draws to a close and the holiday season approaches. In the past, we've shared a set of strategies for year-end financial planning. This year, we’re revisiting those tips to ensure they remain as relevant as ever to help...
Don’t Send Your Child Off to College Without These Four Tools
Sep 5, 2024 | Blogs/Articles, Financial Planning
Preparing your child for college is an exciting but often hectic time. Between college applications, housing forms, class registrations, and meal plans, there is a lot to manage. One crucial aspect that is often overlooked, but should be included on every parent’s...
Navigating Markets in an Election Year: A Data-Driven View
Jun 11, 2024 | Blogs/Articles, Market Insights
National elections stir emotions. Let’s take a step back from partisan fervor and let data guide us through some common investing questions in an election year.
A Comprehensive Look at Deferred Compensation: Pros, Cons, and Considerations
Apr 20, 2024 | Blogs/Articles
By Mike Collopy, CFP®, CIMA® If you’re a high-income earner, like a physician or corporate executive, you’ve likely heard of deferred compensation plans. These retirement plans, often offered through your employer, are popular because they can save you a significant...
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...
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