Veritas Financial

Margaret Wittkopp, Founder and President

So Why Should I Consider VERITAS Financial Services?

A Unique Team Appraoch 

 Your financial plan likely includes a need for tax and insurance services as well as investing.  Would you find it helpful if your various financial consultants and advisors shared information to help you develop a truely comprehensive financial plan?

A Non-Traditional, More Efficient Approach to Investing

Here are a few more questions to think about--questions that might help you discover a better way to invest than the "business-as-usual" investing choices at many financial firms.

  • Do you have a method to accurately measure the risk in your portfolio? (Many people just guess.)
  • Do you regularly and predictably acheive market rate of return? (Most American investors do not.) 
  • Do you know where your portfolio falls on the Markowitcz Efficient Frontier (and why that matters)? 
  • Can you accurately measure all the costs in your portfolio? (They are not limited to commissions and fees.)

In short, are you looking for an alternative to the usual retail investment products? Something academically proven and measurable?

Do you, like most American investors, and most investing firms, focus on actively-managed mutual funds?  This misplaced focus often results in high turnover rates (undisclosed fees), market timing (speculating with your money), stock picking (gambling with your money), track-record investing (past performance has ZERO correlation with future performance), and last but not least, overlap (not true diversification, just lots of "stuff”).

A Better Way

Would you like to invest more efficiently, manage your costs, eliminate "revenue sharing" (kickbacks?), receive genuinely individualized investing, insurance and tax coaching from a team of experts? Would you like to build, protect and preserve your assets and gain greater peace of mind?

Click the "About Us" tab and then "Why VERITAS?" to learn more.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

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The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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