Articles, Documents and Media

Below you will find a collection of articles on investment strategy and financial planning, the latest module in our VFM Investment Training Series, as well as documents that describe Veripax Financial Management and our business practices. All articles are authored by Jerry Verseput, CFP® and can not be reprinted or reused without permission.


Each of the following Training Modules is about 30 minutes in length (give or take) and can be viewed as a stand-alone module. If you are not familiar with VFM, it is recommended that you watch the first two “prerequisites” to get a feel for what drives our investment philosophy and to provide a context for the other Modules.

VWM Investment Training Videos

FINANCIAL ARTICLES (by Jerry Verseput)

The following articles have been published previously in various financial magazines. When published, the articles often (actually, always) need to be edited to fit within space constraints and to keep words and sentences targeted to about an 8th grade level. The versions below are the unedited versions.

WSJ – Structured Notes
Lies, Damned Lies, and Investment Performance
The Mission of Financial Planning
Aligning Beliefs With Investment Strategy

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