Blogs & Articles
Q3 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...
Why It’s Important to Know How Much Your Business Is Worth
By Kevin S. Gray, CEO Navigating the daily challenges of running a business can feel like a juggling act for most business owners. Day-to-day responsibilities and short-term strategies often take precedence, leaving little room for the essential task of long-term...
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
By Mike Collopy, CFP®, CIMA® Choosing to retire early requires more planning than just replacing your income. Corporate executives who are retiring “young” face a special set of challenges and advantages compared to typical retirees. At Veracity Capital, we’re...
How to Sell Your Business and Pay NO Taxes
By Kevin S. Gray, CEO Selling a business can be a rewarding experience, but it can also come with a hefty tax bill if not approached strategically. As a business owner, you want to get the most value out of your sale and minimize the amount you owe in taxes. Doing so...
How to Build Your Financial Life Up When the Markets Are Down
By Kevin Boutwell, CFP®, CIMA® The after-effects of the pandemic and war in Ukraine are still being felt, with experts delivering an unenthusiastic economic outlook for the remainder of 2023. While that isn’t the kind of forecast investors want to hear, it doesn’t...
More Than Just the Basics: 3 Levels of Estate Planning
By John Rogers, President & COO Estate planning is a critical component of any wealth plan. Not only can it shield your assets from unnecessary taxes and fees, but it can also protect your beneficiaries after your passing. But not all estate plans are created...
Top 5 Biggest Financial Mistakes We See Corporate Executives Make (Video)
By Kevin Boutwell, CFP®, CIMA® Are you a corporate executive? If so, are you aware of the top 5 biggest financial mistakes corporate executives tend to make? At Veracity Capital, we work with a number of executives within 5 to 10 years of retirement. If that describes...
Common Retirement Mistakes and How to Avoid Them
By Mike Collopy, CFP®, CIMA® It’s impossible to go through life without making mistakes—they’re just a part of being human. In fact, we often learn from mistakes of the past to make better decisions in the future. However, when it comes to retirement, there are no...
Business Owner Exit Planning: To Whom Do You Plan to Sell or Transition Your Company?
By Mike Mess, CFO, CEPA As a business owner, you’ve likely spent decades building your company from the ground up. With so much hard work and dedication, it can be difficult to plan for a scenario in which you are no longer the one in charge. But this day will one day...
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