Blogs & Articles
Equity Compensation: How to Maximize Wealth While Minimizing Risk
Equity Compensation: How to Maximize Wealth While Minimizing Risk If you are an executive or high-earning professional, there is a good chance that equity compensation now makes up the largest part of your total pay. RSUs, stock options, and restricted stock can be...
2026 Outlook: The Discipline Dividend
2026 Outlook: The Discipline Dividend Capturing Opportunity and Managing Risk in an AI-Driven MarketDecember 2025 Key Observations Our 2026 Capital Market Assumptions point to a tempered outlook as higher valuations and softer yields reduce return potential....
Entering 2026 with Financial Confidence
By Mike Collopy, CFP®, CIMA® November 2025 The end of the year has a way of sneaking up on us, between work deadlines, holiday travel, and family events, December moves fast. Before you shift into celebration mode, take a few minutes to get ahead of the financial...
Private Equity – Handle with Care
By Mike Collopy, CFP®, CIMA® October 2025 Private equity plays an extremely important role in our world, from directly and indirectly employing millions of people, to disrupting industries with new technology, driving growth and more. From an investors standpoint...
Retirement’s Dirty Secret: Why Your Nest Egg Might Not Last
“One Big Beautiful Bill” Becomes a Reality
What Taxpayers Should Know Congress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA)1. President Trump signed the bill into law on July 4. What does this mean for...
Longevity & Legacy: Redefining Wealth for a Longer Life
When we talk about wealth management for high-income families, we often focus on numbers: returns, tax rates, and retirement savings. But increasingly, the conversation must shift toward something far more personal and impactful: your health. The intersection of...
What We Heard Most This Tax Season (And How We Answered)
Just because Tax Day is over doesn’t mean your planning should be. In fact, now is a great time to step back, assess what worked (and what didn’t), and get ahead of next year’s opportunities. With that in mind, we’ve rounded up some of the most common tax questions...
Navigating the Tax Implications of Executive Compensation
As our last post in the Veracity Capital Knowledge Series: Beyond Taxes, we’re taking a closer look at executive compensation—an area that offers significant opportunity, but also complexity. Executive compensation often includes more than just a paycheck and a bonus....
Should You Have Your Own S Corp?
As part of the Veracity Capital Knowledge Series: Beyond Taxes, we’re covering key financial topics to help you make informed decisions. In this installment, we review the potential benefits and considerations of structuring your business as an S Corporation (S Corp)....
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