Understand Your Stock Options Before You Sign on the Dotted Line
By Mike Collopy, CFP®, CIMA® As an employee at a forward-thinking technology firm, your financial landscape is different from others. While most people accumulate wealth primarily from their salaries,...
View ArticleQ4 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...
View ArticleYear-End Planning Opportunities
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...
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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...
View ArticleWishing 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...
View ArticleWhat You Need to Know Before Investing in Real Estate
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...
View Article2024 Market and Economic Outlook
By Mike Mess, CFO, CEPA and Mike Collopy, CFP®, CIMA® We invite you to join Veracity Capital CEO Kevin S. Gray and CFO Mike Mess for our 2024 Market Outlook. In this video, we offer our insights...
View ArticleCase Study on a Corporate Executive We Have Helped
By Kevin Boutwell, CFP®, CIMA® Veracity Capital Wealth Advisors provides personalized financial strategies to corporate executives, business owners, high-income earners, and people planning to retire....
View ArticleFinancial Planning for Business Owners: Avoiding Costly Mistakes
By Mike Mess, CFO, CEPA As a business owner, you’ve embarked on a journey filled with challenges and triumphs. Every decision you make can significantly impact your company’s trajectory, profitability,...
View ArticleA Comprehensive Look at Deferred Compensation: Pros, Cons, and Considerations
By Mike Collopy, CFP®, CIMA® If you’re a high-income earner, like a physician or corporate executive, you’ve likely heard of deferred compensation plans. These retirement plans, often offered through...
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