The Veritas Group

The Veritas Group At The Veritas Group, we are passionate about helping people obtain peace of mind through Financial Illumination.

08/17/2020

The Veritas Group is a nationwide network of professionals, experts and authorities, dedicated to the mission of teaching people the real truths about money and how it affects them. If you are interested in discussing career opportunities within our firm, please send a Resume and Cover Letter to: [email protected]

This graph was recently released by DALBAR and it is CRITICAL you understand how this data affects your portfolio and re...
08/17/2020

This graph was recently released by DALBAR and it is CRITICAL you understand how this data affects your portfolio and retirement plans. If you are not familiar with DALBAR, they are the financial services leading independent expert when it comes to evaluating Investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals.

If you look at the graph you will see for a period of 13 years there was ZERO GROWTH in the S&P 500.

Over 20 years, the average investor received a 3.88% annual return BEFORE INFLATION. If inflation averages 3%, you were left with less than a 1% average return.

If someone ever hopes to retire securely they MUST get Market Risk under control. You, and your retirement team, should have a plan to deal with this and the other seven primary risks to your retirement plan. If you have never discussed these risks with your team of professionals, this would be a good place to start.

Here is a story of Ben and Arthur that shows the importance of starting to save early. Ben started saving $167 a month ...
07/21/2020

Here is a story of Ben and Arthur that shows the importance of starting to save early.

Ben started saving $167 a month at age 19 and stopped at age 27, and just let the money compound until age 65.

Arthur waited unti he was 27 to start saving $167 a month and did so all the way to age 65, earning the same interest rate.

Ben had more money, even though he put in far less. He got started earlier.

06/09/2020

Have you ever noticed that your “Average Rate of Return” does not reflect the ACTUAL amount of money in your account? The main reason is that percentages do not equal dollars. Any time there is a negative return in your portfolio, average rates of return are meaningless, they CANNOT be used.
For example, a 50% return followed by a 50% loss would be an average rate of return of 0%.
However, if you had started with $1,000 and then earned 50%, you would have $1,500 (50% of $1,000 is a $500 gain).
Then, when you lose 50%, it is of your ENTIRE PORTFOLIO, so you have $750 left (50% of $1,500 is a $750 loss).
This is an Actual Rate of Return of -25%! Truth and Transparency is critical when looking at your money.

05/28/2020

At The Veritas Group, we are passionate about helping people obtain peace of mind through Financial Illumination. Our focus is on Education, Truth & Transparency. We are not Traditional Financial Planners. We are Experts and Authorities at Growing, Protecting, and Distributing Wealth while mitigating Risk. We believe in using these talents to serve our clients, their families, and provide for their future generations.

What exactly is Financial Illumination? It is the movement to pull the curtain back and shed light on an old, outdated industry. There are people who profit whether the markets are up or down, yet many people are still losing money with each market correction. There are also those who have strategically achieved the zero percent tax bracket at retirement. What do these people know that others do not? What inside knowledge are they not being given access to?

Our team is highly educated when it comes to Growing, Protecting and Distributing Wealth. We are experts at mitigating the risks the traditional industry does not have solutions to. There is more volatility and uncertainty than any other time in our history, including the Great Depression, yet people are being given the same advice and expecting different results.

Planning for retirement should be fun. It should be a time to think about your dreams and what you want to accomplish. It should not be a time of dread, despair, or uncertainty. If your current team of professionals have not discussed how to mitigate the eight primary risks from your retirement strategy, then you may want to give us a call. Do not stay in the dark any longer. We would be happy to enlighten you on a different way of planning.

Address

3905 Vincennes Road, Suite 320
Indianapolis, IN
46268

Website

Alerts

Be the first to know and let us send you an email when The Veritas Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Veritas Group:

Shortcuts

Share

Category