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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Watch Out for Bonds! Part 1
Karen Spence
May 10, 2021
So, let’s get this out there … I love Warren Buffet. He’s just so inspirational, down to earth, folksy, and . . .
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Are Living Trusts Worth Money?
Brian Tillotson
May 7, 2021
Written by Brian Tillotson and Karen Spence The most common estate planning question we get at Virtus Wealth Management is . . .
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There is Much More to Financial Planning Part 2
Charles R. Elhoff, Jr
May 1, 2021
There is Much More to Financial Planning Than Investing Part Two As we mentioned in the previous article in this . . .
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There Is Much More to Financial Planning Part 1
Charles R. Elhoff, Jr
April 27, 2021
There is Much More to Financial Planning Than Investing A key to the coordination and integration of a financial plan . . .
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Questions to Ask About Your Insurance Policy: Is Your Policy Working Efficiently?
Charles R. Elhoff, Jr
April 10, 2021
Whether you are new to life insurance or had a policy for many years, finding the right coverage from a . . .
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How Can Doctors Overcome These Common Issues?
Charles R. Elhoff, Jr
April 1, 2021
Surgeons, radiologists and physicians have been a significant part of my clientele over the years. The primary issues for these . . .
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Diversification
Karen Spence
March 10, 2021
I’ll admit that I have a love, hate relationship with diversification. As a financial advisor, I think diversification is the . . .
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