We provide opportunities for you to fully understand the details of how your money will be working for you.
We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.
Check-Out Our Upcoming Events
Dimensions of Re-Balancing
September 21st, 6:00pm-7:30pm CT
Do you know the difference between market timing and re-balancing?
Re-balancing is essential for long-term prudent investing and risk control. When the markets dive there is a strong human instinct to “take action”. Most often it is the wrong action. In the face of uncertainty, it takes courage to remain disciplined and re-balance.
Re-balancing is complex at both an implementation level and at a human nature level. It takes a very specific approach to portfolio design and coaching to have re-balancing work.
Join us to examine what re-balancing is and how it benefits the investor.
We see re-balancing as one of the three simple rules of investing. The two other important rules of investing involve the investment of equities and diversification. Re-balancing can make a big difference to your financial well-being.
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Dismantling the Myths of Investing
10/20/2022 at 6:00pm-7:30pm CT
As an investor, it is important for you to have peace of mind around your investments and financial future. Separating myths from truths is a crucial first step in understanding what investing is … and is not.
Join us on Thursday, October 20th at 6:00 pm CST, for a conversation about the ‘HOW & WHY’ of investing. In a time when the investment media is sending fear-messaging about inflation… a recession… and big losses, we are here to provide you with access to discover what investing really is.
This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
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You must pre-register for this Zoom event.
Five Huge Mistakes Investors are Making Today
November 15th, 11:30am-1pm CT
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Would you like to attend this session in-office for a lunch and learn instead? Send us your Name and Email address and we will register you for our in-person presentation at info@veritasinvesting.com.