7 Tips to Find a Great Financial Advisor
Virtus Wealth Management
January 12, 2022
When you’re looking for a great financial advisor, you want to choose someone who can give you sound advice when . . .
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How Often Should You Meet with Your Financial Advisor?
Virtus Wealth Management
December 19, 2021
When people have a financial advisor to help them manage their money and help with financial planning, many wonder how . . .
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Estate Plan for Me/Us? What Estate?
Charles R. Elhoff, Jr
December 19, 2021
The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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What Happens When A Loved One Passes Away?
Karen Spence
December 6, 2021
Having a financial advisor can help you prepare for and persevere through the passing of your loved one. Sadly, we . . .
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Where are the People Who Want to Work?
Brian Tillotson
November 24, 2021
“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .
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Evaluating Institutional Money Managers
Charles R. Elhoff, Jr
October 25, 2021
I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
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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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