Below are some of the more alarming predictions you may be hearing from pundits or in the media:...
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.
2020 The Year Of Balance
Karen Spence
March 9, 2020
Like the numbers of the actual year itself, 2020, I declare 2020 the year of balance! Balance is important to . . .
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How Your Investments Are Like Perfectly Smoked BBQ
Karen Spence
March 9, 2020
Trust the process! Josh recently wrote an article titled “Five Financial Lessons from the Dallas Cowboys”, and one of the . . .
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Investing for Women … Women Tend to Invest Differently
Karen Spence
September 26, 2019
Watch Out Girls … You could subconsciously be hindering your financial success!!! When I was in college, I learned a . . .
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Retirement Planning is Different for Women
Karen Spence
September 26, 2019
Watch Out Girls … Retirement Triple Threat!!! Calling all women! You face a retirement triple threat, and it’s not the . . .
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Paying for College
Karen Spence
August 20, 2019
Paying for College … All or Nothing!?! Talk to your advisor. Graduations are such an exciting time that can bring . . .
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Your Life Connected
Karen Spence
May 1, 2019
If there's one thing that's constant in life, it's change. There are "seasons" of life just like "seasons" of the . . .
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Make Your Financial Health a Priority
Karen Spence
February 21, 2019
Make Your Financial Health a Priority for 2019 2019 is off and running, and it's already February. Don't let that . . .
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Sequence of Returns – It Matters
Karen Spence
September 16, 2018
Relying on averages can be dangerous. Brian's dad had a saying, "You can drown in a river that averages 3 . . .
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For the Youngsters – Use Time to Your Advantage
Karen Spence
September 6, 2018
You are never too young to start saving for your future. The time value of money cannot be under-estimated. Einstein . . .
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Retirement Income Options – Evaluate a Roth*
Karen Spence
August 17, 2018
When you retire, it’s nice to have income options, and focusing on building those income options is a sound part . . .
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