A Potentially Big Financial Mistake
Charles R. Elhoff, Jr
September 15, 2021
Failing to plan for long-term care, i.e., what type one might need, how long one may need it, and how . . .
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What Is A Portfolio Stress Test And Why Is It Important?
Brian Tillotson
September 8, 2021
Investing Success May Lead To Complacency; Complacency Leads To Over-Confidence “The stock market is the story of cycles and of . . .
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IRAs, 401(k)s and Roth Optimization
Brian Tillotson
August 25, 2021
“In this world, nothing can be said to be certain, except death and taxes.” Benjamin Franklin In an article I . . .
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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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