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All    |    Virtus Wealth Management     |    Brian Tillotson    |    Charles R. Elhoff, Jr    |    Josh Hubman    |    Karen Spence

Questions to Ask About Your Insurance Policy: Is Your Policy Working Efficiently?

Questions to Ask About Your Insurance Policy: Is Your Policy Working Efficiently?

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?

How Can Doctors Overcome These Common Issues?

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

Diversification

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

International Women’s Day – Unstoppable

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?

Do Valuations Matter or Do We Party Like It’s 1999?

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

Mortgage or No Mortgage – The $64,000 Question

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

Tax Season: Important Dates, Deadlines & Figures

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

What to Consider Before Retiring

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

Our Top 5 Reasons to Open a Roth IRA

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

The Conservative Catch-22

I was meeting with a client the other day and we were discussing expectations.  This couple is fairly risk averse . . .
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