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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International Women’s Day – Unstoppable
Karen Spence
March 5, 2021
In honor of International Women’s Day, I would like to highlight a couple of women that stand out to me . . .
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Do Valuations Matter or Do We Party Like It’s 1999?
Brian Tillotson
March 1, 2021
A fun song from the 1990s from the late and great Prince. Part of the lyrics from that song included, . . .
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Mortgage or No Mortgage – The $64,000 Question
Brian Tillotson
March 1, 2021
Written by Brian Tillotson and Karen Spence This is one of the most debated and asked topics from our clients. . . .
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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 24, 2021
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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What to Consider Before Retiring
Charles R. Elhoff, Jr
February 15, 2021
Retirement planning is a big aspect of financial planning. However, the job of a financial advisor extends beyond assessing and . . .
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Our Top 5 Reasons to Open a Roth IRA
Virtus Wealth Management
February 8, 2021
In this ever-changing world, finding a flexible investment retirement option can be challenging. But there is one retirement plan beloved . . .
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The Conservative Catch-22
Brian Tillotson
February 2, 2021
I was meeting with a client the other day and we were discussing expectations. This couple is fairly risk averse . . .
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