The Cost of Doing Business: Expenses Investors Need to Know

Margaret Wittkopp is the founder and CEO of Veritas Financial Services. Her many years of working with clients with big portfolios, small portfolios, and those just beginning to invest have given her the experience that investors crave for their financial mentor.

We spearhead a talk on the ‘American Dream’. What it is, what others perceive it to be, and overall, just a discussion on the nuances of the concept from a financial standpoint.

In This Episode:

Margaret Wittkopp, Founder and CEO of Veritas Financial Services, is back on air to share her industry insights on investing. And today’s topic is all about the different kinds of costs and expenses associated with investment portfolios.
Navigating through and around these costs can be tricky, so investors must arm themselves with the right knowledge. To reach your American Dream, the key is to drive your investments forward despite the cost of doing business.


(01:30) Defining costs and how to calculate them
(09:11) The cost of lost opportunity
(11:18) Annuities; the fine print

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

For questions, educational resources, or to sign up for the next American Dream Experience event, call the Veritas Office: (920) 893-5262

You can also get in touch with Margie directly via email at margaret.wittkopp@veritasinvesting.com