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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.
What I’ve learned about Assisted Living … from Experience!!!
Karen Spence
January 29, 2021
Last year my parents decided to move from their home in Plano of 40 years to an Assisted Living Facility . . .
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December – Focus on Relationships
Karen Spence
December 10, 2020
We are approaching the end of 2020 (Yay!) and it’s time to prepare for 2021 by using the month of . . .
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November – Making a Difference
Karen Spence
November 5, 2020
As many of you know, I grew up as an age-group swimmer and continued to swim in college at the . . .
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PMA … All the Way! PMA … All the Way!
Karen Spence
October 29, 2020
This is a cheer that I’ll always remember from my swimming days. PMA stands for Positive Mental Attitude, and we . . .
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October is for Optimism
Karen Spence
October 16, 2020
Well, 2020 has been a struggle to say the least. I’m sad to say that I lost my dad in . . .
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Stand-Up to COVID-19
Karen Spence
August 25, 2020
How did your portfolio stand-up to COVID-19 in March? Were you down 30% with the market? Were you comfortable with . . .
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Quantifying Your Risk!
Karen Spence
August 14, 2020
Have you ever wondered what risk tolerance means? What is the difference between a Conservative Portfolio vs. a Moderate Portfolio . . .
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Balance 2020: Investing and Working – Leave it to the Professionals!
Karen Spence
May 4, 2020
The final article in our Balance 2020 series focuses on the benefits of obtaining work / life balance by learning . . .
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Flatten the COVID-19 SCAM curve – don’t be a victim!
Karen Spence
April 27, 2020
Scammers are taking advantage of the fears surrounding the Coronavirus. Scammers have no shame, and nothing — not even a . . .
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Balance 2020: Investing and Sleeping – Consistency Saves the Day
Karen Spence
April 20, 2020
As we continue our “Balance 2020” series, let’s talk about consistency. Fun! Investing consistently and sleeping consistently are proven to . . .
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