Investor Education--What's In It For You?

At Veritas, one of our primary purposes is education.  The more informed you are about how investing works, the less you will be swayed or distressed by the ups and downs of the stock market. If you stay fully invested, truly diversified, and maintain the proper asset allocation, you CAN withstand the fluctuations of the market—and may even profit from them. 

We often talk to people who tell us they are doing all right because their financial rate of return is about the same as everyone else's. While we understand the kind of malaise that can set in when things just seem overwhelming or unchangeable, now is NOT the time to be complacent. What you don’t know can hurt you, and what you do know can help you! If you take advantage of the many educational opportunities we provide, you can become a more informed investor—and most importantly—you can gain true peace of mind about investing! 
 
We are committed to your education because we believe it is vital to your financial well-being. Jeremy is teaching economics at Fox Valley Technical College. Margaret and Jeremy are once again teaching a series of financial courses for the employees of Sheboygan County. Each month we offer another class from our Investor Education Series along with a complmentary lunch or dinner at the Mill Street Grill, Plymouth's newest restaurant.  Most classes last about an hour or so. One hour out of a month to gain genuine understanding and peace of mind is worth making time for—don’t you think? We do too, and that is why we will keep finding ways to help you be a wiser, more confident investor. 
 

 UPCOMING OPPORTUNITIES

Enjoy a complimentary lunch or dinner!  You are invited to join us at Plymouth's newest restaurant, the MIll Street Grill, for one of our Investor Education Series classes. 

 Thursday, July 22

The Investment Vortex: Getting Through the Black Hole of Investing

Most investment portfolios underperform the Market.  Find out why and what to do to avoid this needless tragedy.

Tuesday, August 24

Conscious Investing for Peace of Mind

Why are many people confused about the topic of money and investing?  Find out what happens in our brains when we start talking about finances, and discover what you can do to become a wiser, more peaceful investor.

To better serve you, all classes are now offered at 11:30 a.m. and 5:30 p.m.

Call us at 888-893-5262 or email Dorcas at

dorcas.george@veritasinvesting.com

to register

You owe it to yourself and your portfolio to find out why we say we are not a traditional investing firm.