Blogs & Articles

By John Rogers, President & COO First, let’s clarify that we’re referring specifically to investing in real estate, and not personal-use properties like residences or vacation homes.  When making real estate investments, there are several approaches to consider,...

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...

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...

With year-end rapidly approaching and the holiday season drawing near, the fast-paced routine of everyday life can easily consume our attention. However, amid the hustle and bustle, it is imperative not to lose sight of valuable planning opportunities which have the...

By Kevin Boutwell, CFP®, CIMA® We have to admit, the financial industry is wrought with jargon and initialisms. Understandable, we often get questions about when a person should engage a CPA or Wealth Manager; and if CPAs specialize in taxes, why do some Wealth...

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...