The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB)...
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.
Advice on Life Insurance is Lacking
Charles R. Elhoff, Jr
August 21, 2020
Litigators, regulators, the media and technology are all paving the way for life insurance advice. Clients need advice about these . . .
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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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Who has the Crystal Ball?
Charles R. Elhoff, Jr
August 14, 2020
What are the markets going to do? How will the tax laws change? When are interest rates going up? All . . .
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Mid-Year 2020 Market and Covid-19 Update
Brian Tillotson
July 14, 2020
“It was the best of times, it was the worst of times, it was the age of wisdom, it was . . .
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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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Important Required Minimum Distribution (RMD) Update
Virtus Wealth Management
April 20, 2020
Required Minimum Distributions (RMDs) are mandated by the IRS for IRA and 401(K) owners (among other defined contribution plans) to . . .
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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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Federal Tax Update
Virtus Wealth Management
April 6, 2020
The federal income tax filing and federal income tax payment due date is automatically extended from April 15, 2020, to . . .
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CARES Act Highlights for Individuals and Families
Virtus Wealth Management
April 6, 2020
The Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act was signed by President Trump on . . .
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