Blogs & Articles
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...
Your Estate Planning Checklist to Protect Your Loved Ones
By Mike Collopy, CFP®, CIMA® Estate planning is essential for anyone with assets. This includes checking and savings accounts, real estate property, retirement accounts, and even that boat you haven’t used in months. I believe most people need to do at least basic...
5 Questions to Ask When Choosing A Financial Advisor
By Mike Collopy, CFP®, CIMA® We have no lack of options these days. Whether it’s choosing a restaurant or finding a doctor, there are so many choices that it’s easy to feel overwhelmed and doubt your decision. When it comes to choosing a financial advisor, the stakes...
Can You Use Tax-Loss Harvesting to Lower Your Tax Bill?
By Mike Collopy, CFP®, CIMA® Many investors have found themselves taking some serious losses because of the volatility in the stock market these last two years. If you are lucky (or savvy) enough to have realized capital gains, you now have to worry about the money...
3 Ways to Utilize Roth Strategies
By Mike Collopy, CFP®, CIMA® When it comes to retirement savings, tax implications often drive our decisions. Should you contribute to a traditional IRA, Roth IRA, 401(k), 403(b), or 457 plan? There’s so much information out there that it can be hard to know which...
Who We Are & What We Do
By Veracity Capital Veracity Capital was founded to disrupt the dated model of wealth management. We are driven by best-in-class financial planning and investment management services, and have instilled a culture focused on our clients—where their fiduciary interests...
3 Reasons Why Inflation Is Here to Stay
By John Rogers, President & COO There’s no longer any doubt. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue through 2022. (1) What may have seemed...
Should You Keep That Rental Property?
By Kevin Boutwell, CFP® Although many people like to think of owning a rental property as “passive income,” there really isn’t anything passive about it. Buildings must be maintained, grounds must be monitored, fixtures and plumbing must be repaired, and insurance and...
4 Tips to Minimize Your Capital Gains Taxes
By Mike Collopy, CFP® Making gains on your investments is a positive sign that the markets are working in your favor. Unfortunately, cashing in on your appreciated assets means you will also have to pay some taxes on your gains. Taxes are not avoidable, but...
5 Questions You Need to Answer 5 Years Before Retirement
By Kevin Boutwell, CFP® Retirement is one of life’s greatest milestones. Not surprisingly, it’s both an exciting and worrisome prospect for many Americans nearing their golden years. According to a 2021 poll by the National Institute on Retirement Insecurity, 56% of...
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