It’s hard to believe that tax season is here already. In an effort to help our clients be...
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.
How Safe Is Your Money?
Brian Tillotson
August 24, 2021
It seems every few years a rumor or myth gets going that takes a life of its own. That doesn’t . . .
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Urgent Tax Updates – Advance Child Tax Credit Payments
Virtus Wealth Management
August 12, 2021
In March of this year, the American Rescue Plan expanded the Child Tax Credit for 2021. For each child under . . .
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Medicare: What Are The Penalties For Missing Enrollment?
Charles R. Elhoff, Jr
August 4, 2021
There are consequences of missing or delaying enrollment for Medicare. Currently, Medicare has three enrollment periods, The Initial Enrollment Period . . .
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I Don’t Want All My Money In One Place
Charles R. Elhoff, Jr
August 4, 2021
This is certainly, a reasonable comment. We are all told to diversify and not put all our “eggs in one . . .
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A Guide To Our Regulating Parties
Brian Tillotson
July 30, 2021
Chuck and I set out early in our careers as advisors to put the client first. We didn’t want to . . .
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Financial Noise and Confusion
Charles R. Elhoff, Jr
July 20, 2021
We often see ads on TV or read articles in various papers and magazines. Perhaps like you, when you see . . .
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Inflation: Transitory Or Here To Stay
Brian Tillotson
June 23, 2021
“Inflation is when you pay $15 for the $10 haircut you used to get for $5 when you had hair.” . . .
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Temperature Check!
Karen Spence
June 10, 2021
Well, we made it through 2020 and now through the first quarter of 2021! Yippee!!! We are well on our . . .
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Why Annuities May Be Worth the Cost
Charles R. Elhoff, Jr
May 20, 2021
Annuities are often perceived to be expensive in relation to other retirement savings and investment products. However, when the benefits . . .
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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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