The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB)...
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.
Concerned About The Banking Failures?
Brian Tillotson
March 15, 2023
The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB) collapsed. This was quickly . . .
Read More
SECURE Act 2.0 – What is it and how does it affect you!?!?
Karen Spence
March 14, 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is Washington policy makers direct response to the lack of . . .
Read More
Retirement Income – Why the bucket strategy is important.
Karen Spence
February 17, 2023
Here at Virtus Wealth Management, we often talk to our clients about building multiple buckets in their portfolio to facilitate . . .
Read More
Volatile Markets – What kind of investor are you?
Karen Spence
February 10, 2023
Well, we all agree that 2023 is not off to good start. Inflation rages on, interest rates continue to rise, . . .
Read More
Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 10, 2023
It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we . . .
Read More
Life Insurance At Every Stage Of Life
Charles R. Elhoff, Jr
February 7, 2023
Life Insurance is an important part of financial planning and not something to be overlooked. Take a look at the . . .
Read More
Urgent News Regarding Your Pension
Brian Tillotson
January 27, 2023
Many Americans are learning a very tough lesson in regards to how pensions work due to the inflation pressures we . . .
Read More
Goal-Based Financial Planning
Karen Spence
January 16, 2023
Tell us your goals, and we’ll tell you your number. When do you want to retire? How much do you . . .
Read More
Money Is Not Math & Math Is Not Money
Charles R. Elhoff, Jr
January 2, 2023
Yes, money has numbers on it but, money is not math. Math is an accurate science while money is a . . .
Read More
10 Mistakes You May Be Making
Brian Tillotson
November 28, 2022
Now that the markets and economy has stabilized and estate sizes may have changed, as well as the fact that . . .
Read More
