As we start off 2024, the most common question we get is, “What is the market going to do this...
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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.
Watch Out for Bonds! Part 2
Karen Spence
May 15, 2021
I wrote a recent article proclaiming my love for Warren Buffet and his practical retirement advice, and in that article, . . .
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Watch Out for Bonds! Part 1
Karen Spence
May 10, 2021
So, let’s get this out there … I love Warren Buffet. He’s just so inspirational, down to earth, folksy, and . . .
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Are Living Trusts Worth The Money?
Brian Tillotson
May 7, 2021
Written by Brian Tillotson and Karen Spence The most common estate planning question we get at Virtus Wealth Management is . . .
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There is Much More to Financial Planning Part 2
Charles R. Elhoff, Jr
May 1, 2021
There is Much More to Financial Planning Than Investing Part Two As we mentioned in the previous article in this . . .
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There Is Much More to Financial Planning Part 1
Charles R. Elhoff, Jr
April 27, 2021
There is Much More to Financial Planning Than Investing A key to the coordination and integration of a financial plan . . .
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Questions to Ask About Your Insurance Policy: Is Your Policy Working Efficiently?
Charles R. Elhoff, Jr
April 10, 2021
Whether you are new to life insurance or had a policy for many years, finding the right coverage from a . . .
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How Can Doctors Overcome These Common Issues?
Charles R. Elhoff, Jr
April 1, 2021
Surgeons, radiologists and physicians have been a significant part of my clientele over the years. The primary issues for these . . .
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Diversification
Karen Spence
March 10, 2021
I’ll admit that I have a love, hate relationship with diversification. As a financial advisor, I think diversification is the . . .
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International Women’s Day – Unstoppable
Karen Spence
March 5, 2021
In honor of International Women’s Day, I would like to highlight a couple of women that stand out to me . . .
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Do Valuations Matter or Do We Party Like It’s 1999?
Brian Tillotson
March 1, 2021
A fun song from the 1990s from the late and great Prince. Part of the lyrics from that song included, . . .
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