Jul 21, 2022 | All, Blogs/Articles, Estate Planning
By Mike Collopy, CFP®, CIMA® Estate planning is essential for anyone with assets. This includes checking and savings accounts, real estate property, retirement accounts, and even that boat you haven’t used in months. I believe most people need to do at least basic...
Jul 13, 2022 | All, Blogs/Articles, Financial Planning
By Mike Collopy, CFP®, CIMA® We have no lack of options these days. Whether it’s choosing a restaurant or finding a doctor, there are so many choices that it’s easy to feel overwhelmed and doubt your decision. When it comes to choosing a financial advisor, the stakes...
Jul 13, 2022 | All, Blogs/Articles, Tax Planning
By Mike Collopy, CFP®, CIMA® Many investors have found themselves taking some serious losses because of the volatility in the stock market these last two years. If you are lucky (or savvy) enough to have realized capital gains, you now have to worry about the money...
Jul 13, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning
By Mike Collopy, CFP®, CIMA® When it comes to retirement savings, tax implications often drive our decisions. Should you contribute to a traditional IRA, Roth IRA, 401(k), 403(b), or 457 plan? There’s so much information out there that it can be hard to know which...
Jul 5, 2022 | All, Blogs/Articles, Financial Planning
By Veracity Capital Veracity Capital was founded to disrupt the dated model of wealth management. We are driven by best-in-class financial planning and investment management services, and have instilled a culture focused on our clients—where their fiduciary interests...
Jun 23, 2022 | All, Blogs/Articles, Market Insights
By John Rogers, President & COO There’s no longer any doubt. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue through 2022. (1) What may have seemed...
