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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.
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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Mortgage or No Mortgage – The $64,000 Question
Brian Tillotson
March 1, 2021
Written by Brian Tillotson and Karen Spence This is one of the most debated and asked topics from our clients. . . .
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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 24, 2021
It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we . . .
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What to Consider Before Retiring
Charles R. Elhoff, Jr
February 15, 2021
Retirement planning is a big aspect of financial planning. However, the job of a financial advisor extends beyond assessing and . . .
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Our Top 5 Reasons to Open a Roth IRA
Virtus Wealth Management
February 8, 2021
In this ever-changing world, finding a flexible investment retirement option can be challenging. But there is one retirement plan beloved . . .
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The Conservative Catch-22
Brian Tillotson
February 2, 2021
I was meeting with a client the other day and we were discussing expectations. This couple is fairly risk averse . . .
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