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OUR BLOG
Read what our experts are sayingContact us to ask a question or request more information. Receive the latest investment advice, tips, and strategies straight to your inbox by signing up for our e-newsletter, The Virtus View, at the bottom of this page. All information is written by our staff. We do not accept guest blog posts. No sales inquiries, please.
Human Understanding
Charles R. Elhoff, Jr
October 26, 2022
As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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Reasons Not To Own Life Insurance
Charles R. Elhoff, Jr
August 24, 2022
I Have Other Financial Priorities This is understandable, but, where do those priorities rank when there is a loss of . . .
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Disclosures Disclosures Disclosures! Who Broke The Code?
Charles R. Elhoff, Jr
April 25, 2022
We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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SALARIES, COMMISSIONS, FEES…WHY?
Charles R. Elhoff, Jr
April 1, 2022
So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops
Charles R. Elhoff, Jr
March 16, 2022
We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Estate Plan for Me/Us? What Estate?
Charles R. Elhoff, Jr
December 19, 2021
The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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Evaluating Institutional Money Managers
Charles R. Elhoff, Jr
October 25, 2021
I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
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A Potentially Big Financial Mistake
Charles R. Elhoff, Jr
September 15, 2021
Failing to plan for long-term care, i.e., what type one might need, how long one may need it, and how . . .
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Medicare: What Are The Penalties For Missing Enrollment?
Charles R. Elhoff, Jr
August 4, 2021
There are consequences of missing or delaying enrollment for Medicare. Currently, Medicare has three enrollment periods, The Initial Enrollment Period . . .
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I Don’t Want All My Money In One Place
Charles R. Elhoff, Jr
August 4, 2021
This is certainly, a reasonable comment. We are all told to diversify and not put all our “eggs in one . . .
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