390 South Woods Mill Road | Suite 220
St. Louis, MO 63017

(314) 434-6200

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Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

Welcome to Veritas Advisors, LLC

St. Louis Financial Advisors

Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company's retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place.

Goals are not something that happens overnight, but something we can achieve by taking a step foward each day. Veritas Advisors prefer to start by asking the simple question: What have you only previously talked about that you would now like to pursue?

 

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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