• HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Shana Rivera
      • Michael Tornatore
    • Research & Staff >
      • Cheri Barnes
      • Jessica Eveland
      • William Hager
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Alex Mapstone
      • Eric Phoulavong
      • Symantha Searles
    • Since 1970
    • In Our Community
    • Our Logo
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Disclosure
  • Research & Planning Tools
  • Contact
  • Client Login
  • eMoney
MAPSTONE | VERITAS

​​.

client resources |

investments & research |

LPL Outlook
Current Year Information
LPL Financial 2023 Outlook
LPL Mid Year 2022 Outlook
LPL Financial 2022 Outlook
​​LPL Blog


LPL commentary
LPL Financial Weekly Commentary
LPL Financial Market Signals
LPL Financial Street View
​
M|V Investment Advisory brochure
Picture

planning resources |

tax facts
2023-2022 Tax Facts
2022-2021 Tax Facts
2021-2020 Tax Facts
​2020-2019 Tax Facts
​2019-2018 Tax Facts
​2018-2017 Tax Facts
2017-2016 Tax Facts
2016-2015 Tax Facts
2015-2014 Tax Facts
financial & ESTATE planning
M|V Discovery Brochure
Monthly Budget (Excel)
​Monthly Budget (pdf)
​College Planning Guide (pdf)
CLIENT TOOLS & FORMS
M|V Client Profile
Risk Tolerance Questionnaire

investments  & planning videos |

educational videos
ASSET ALLOCATION & REBALANCING

firm overview
WHAT TO EXPECT
​
Please note that these videos  are for client educational purposes and meant to provide general information that can be helpful in understanding various financial concepts.  Mapstone | Veritas 
HELPFUL LINKS |
LPL Financial
​
Planning Resources
Social Security Administration   
Medicare Help
​
Medicaid Help
​NY State College Savings Plans
College Financial Aid -FASA


Reading & News
Wall Street Journal ​
New York Times


Please understand that these links are not maintained by the Mapstone | Veritas website and the information is believed to be reliable. By choosing a link you will be leaving our website.
Vertical Divider

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
​
Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
​
Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

​General Conflict of Interest Disclosure


PPG-122505 (Rev. 11/20) (Exp. 11/24)

  • HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Shana Rivera
      • Michael Tornatore
    • Research & Staff >
      • Cheri Barnes
      • Jessica Eveland
      • William Hager
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Alex Mapstone
      • Eric Phoulavong
      • Symantha Searles
    • Since 1970
    • In Our Community
    • Our Logo
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Disclosure
  • Research & Planning Tools
  • Contact
  • Client Login
  • eMoney