I was at a nephew’s wedding a while back and a family member asked me to speak with their son, who...
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How to Find a Financial Advisor Near Me
Virtus Wealth Management
February 20, 2022
All Americans can benefit from a financial advisor in some capacity or another. In fact, not understanding the ins and . . .
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Financial Planning Tips Everyone Should Know
Virtus Wealth Management
February 18, 2022
The best time to start planning for your financial future is when you’re just starting out. But the second-best time . . .
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Do Higher Interest Rates Spell Doom For the Markets?
Brian Tillotson
February 15, 2022
January 2022 ended up being a volatile month for the markets. The NASDAQ hit the official correction level (when a . . .
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The Biggest Mistakes People Make When Choosing a Financial Advisor
Virtus Wealth Management
February 13, 2022
Everyone could benefit from the expertise of a well-educated and experienced financial advisor. However, not all financial advisors are created . . .
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7 Tips to Find a Great Financial Advisor
Virtus Wealth Management
January 12, 2022
When you’re looking for a great financial advisor, you want to choose someone who can give you sound advice when . . .
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How Often Should You Meet with Your Financial Advisor?
Virtus Wealth Management
December 19, 2021
When people have a financial advisor to help them manage their money and help with financial planning, many wonder how . . .
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Estate Plan for Me/Us? What Estate?
Charles R. Elhoff, Jr
December 19, 2021
The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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What Happens When A Loved One Passes Away?
Karen Spence
December 6, 2021
Having a financial advisor can help you prepare for and persevere through the passing of your loved one. Sadly, we . . .
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Where are the People Who Want to Work?
Brian Tillotson
November 24, 2021
“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .
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Evaluating Institutional Money Managers
Charles R. Elhoff, Jr
October 25, 2021
I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
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