Feb 3, 2025 | All, Blogs/Articles, Business Owners, Financial Planning, Tax Planning
As part of the Veracity Capital Knowledge Series: Beyond Taxes, we’re covering key financial topics to help you make informed decisions. In this installment, we review the potential benefits and considerations of structuring your business as an S Corporation (S Corp)....
Sep 1, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning
By Kevin Boutwell, CFP®, CIMA® Just because you earn good money doesn’t mean you’re good at managing it. As a high-income earner, you face unique challenges; and as financial planners and investment advisors, it’s our goal to provide strategies to help you...
Aug 2, 2022 | All, Blogs/Articles, Market Insights
By Kevin Boutwell, CFP® You may have heard scary headlines about record-high inflation, with consumer prices jumping 9% in June 2022. (1) Whether it’s caused by the actions of the Federal Reserve, Russia, or just due to COVID-induced supply chain issues is up for...
Jul 28, 2022 | All, Blogs/Articles, Market Insights
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...
Jul 21, 2022 | All, Blogs/Articles, Estate Planning
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...
Jul 13, 2022 | All, Blogs/Articles, Financial Planning
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...
