As financial advisors and wealth managers, one might expect a preoccupation with money. But...
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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.
HSA and IRA Contribution Deadlines Coming Soon
Brian Tillotson
March 21, 2017
The deadline to file personal tax returns is fast approaching and that means so too is the deadline to stash . . .
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Why Benchmarking Against the S&P is a Losing Proposition
Brian Tillotson
February 28, 2017
It is common for investors to follow large stock market indexes such as the S&P 500 (GSPC) and the Dow . . .
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2017 Outlook
Brian Tillotson
January 25, 2017
Now that 2017 is in full swing, your Virtus Wealth Management Team would like to wish you a happy, prosperous . . .
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Bond Laddering Investment Strategy for Rising Interest Rate Environment
Brian Tillotson
January 10, 2017
The Federal Reserve has put investors and retirees in a very tough position. 10 year Treasury Notes are currently earning . . .
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The Basics of Tax Loss Harvesting
Brian Tillotson
December 15, 2016
It’s getting close to the end of the year, and it may be time to consider some strategies to optimize . . .
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Last Call for RMD’s
Brian Tillotson
December 2, 2016
Have you taken your Required Minimum Distribution (RMD) yet? For investors over the age 70 ½ with an IRA, SEP . . .
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Where Do We Go From Here Now That The Election Is Over?
Brian Tillotson
November 10, 2016
Wow! What a dramatic presidential race. In a huge upset, Donald Trump was elected to become the nation’s 45th President, . . .
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Presidents Change, Investing Does Not
Brian Tillotson
November 1, 2016
As I am sure you all know, Election Day is looming. On Tuesday November 8th we will all run to . . .
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The Effect of Alternative Investments on a Portfolio
Brian Tillotson
October 20, 2016
With pre-election market jitters in full swing, I would like to highlight one of the key strategies that we use . . .
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How Efficient Is Your Money?
Brian Tillotson
July 27, 2016
Money inefficiencies can occur in all areas of your financial plan. They erode wealth and can limit us from building . . .
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