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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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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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 26, 2020
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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Planning for Retirement and Choosing a Beneficiary
Virtus Wealth Management
February 11, 2020
Retirement planning is about more than planning the fun things you want to do when you earn your freedom from . . .
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Trump Impeachment Hearings: News or Noise for the Stock Market
Virtus Wealth Management
January 22, 2020
Go to nearly any news website, TV, or radio station and you will most likely be bombarded with updates regarding . . .
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401k Plan Types
Virtus Wealth Management
September 30, 2019
Retirement. Almost everyone looks forward to retiring from their job to live out the rest of their life on their . . .
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Retirement Planning
Virtus Wealth Management
September 16, 2019
It’s the one thing that everyone should be doing, but not everyone understands. Planning for retirement is essentially planning to . . .
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5 Financial Lessons from the Dallas Cowboys
Virtus Wealth Management
September 5, 2019
Fire up the grill, crack a cold one, and dig your jersey out of the back of the closet because . . .
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The Family Life Guide
Virtus Wealth Management
August 20, 2019
This month we wanted to present to you the Family Life Guide – a worksheet we designed to help you gather . . .
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What Does Financial Freedom Mean To You?
Virtus Wealth Management
August 7, 2019
Millennials have been credited with ruining the English language. For example, in 2013 the definition of the word ‘literally’ was . . .
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Aligning Your Investments and Your Beliefs
Virtus Wealth Management
July 25, 2019
A look into socially responsible investing. A popular trend in investing is the aligning of one’s social and environmental views . . .
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