2026 Outlook: The Discipline Dividend

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....
2024 Market and Economic Outlook

2024 Market and Economic Outlook

By Mike Mess, CFO, CEPA and Mike Collopy, CFP®, CIMA® 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:   Messy Middle: We believe...
Q4 2023 Market Outlook Video

Q4 2023 Market Outlook Video

By Mike Mess, CFO, CEPA and Mike Collopy, CFP®, CIMA® Despite one of the most anticipated recessions in U.S. history, we sit here halfway through the year defying those predictions! We invite you to watch the following video in which partner and wealth advisor Mike...
The Real Benefits of Diversification

The Real Benefits of Diversification

By Michael Collopy CFP®, CIMA®  The saying “Don’t put all your eggs in one basket” is so popular and enduring for a reason. Applicable to nearly any situation in life, it is particularly true when it comes to investing. This idiom warns you not to invest all your...