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.

Margaret and Jeremy, our financial coaches,  often talk to people who say  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! 

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.

Click on the "Learning Opportunities" tab in our blog header to see a list of classes offered in 2011.

Call us at 920-893-5262, or enail Dorcas at dorcas.george@veritasinvesting.com or Cathy at cathy.knuth@veritasinvesting.com and we will be happy to send you a reminder postcard when new classes are coming up. 

We are also happy to provide complimentary workshops for your group, workplace, or other gathering and can offer classes designed for financial novices to seasoned investors (what you don't know can be surprising), for couples, and for high school or college-age groups.  Just give us a call to explore options.