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

A Potentially Big Financial Mistake

A Potentially Big Financial Mistake

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?

What Is A Portfolio Stress Test And Why Is It Important?

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

IRAs, 401(k)s and Roth Optimization

“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?

How Safe Is Your Money?

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

Urgent Tax Updates – Advance Child Tax Credit Payments

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?

Medicare: What Are The Penalties For Missing Enrollment?

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

I Don’t Want All My Money In One Place

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

A Guide To Our Regulating Parties

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

Financial Noise and Confusion

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

Inflation: Transitory Or Here To Stay

“Inflation is when you pay $15 for the $10 haircut you used to get for $5 when you had hair.” . . .
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