Blogs & Articles
Wishing You Happy Holidays From Our Team!
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?
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...
Year-End Planning Opportunities
We’ve crafted a year-end financial checklist highlighting several timely planning considerations.
Q4 2023 Market Outlook Video
We invite you to watch the following video in which partner and wealth advisor Mike Collopy and CFO Mike Mess discuss the continuing 2023 themes, and what to expect moving forward into the end of 2023.
Understand Your Stock Options Before You Sign on the Dotted Line
Your financial future is written in the details. Before you put pen to paper, make sure you fully understand your stock options.
Understanding the Differences Between Tax Preparation and Tax Planning
Tax Preparation and Tax Planning? What’s the difference? Read our blog to find out which financial professional you may need next.
Q3 2023 Market Outlook Video
We invite you to watch the following video in which partner and wealth advisor Mike Collopy and CFO Mike Mess discuss the continuing 2023 themes, and what to expect moving forward into the second half of 2023.
Why It’s Important to Know How Much Your Business Is Worth
Your business’s worth is your compass for financial planning, growth strategy, and estate clarity. Get valued and get ahead.
Shield Your Wealth: Seven Steps to Better Protect your Financial Information
In 2022, consumer financial fraud reached alarming levels. Reported losses totaled nearly $8.8 billion, which represented an increase of more than 30% over the previous year. Unfortunately, this frightening increase in fraud has been a consistent trend over the last...
How We Help Corporate Executives Prepare for Retirement in Their 50s
Thinking of retiring early? We help corporate executives manage the unique challenges of retiring early in four key areas.
Let’s take this journey together.
We’re here to help guide you in your financial journey to success and a more secure, confident future.