OUR BLOG

Read what our experts are saying

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

7 Tips to Find a Great Financial Advisor

7 Tips to Find a Great Financial Advisor

When you’re looking for a great financial advisor, you want to choose someone who can give you sound advice when . . .
Read More
How Often Should You Meet with Your Financial Advisor?

How Often Should You Meet with Your Financial Advisor?

When people have a financial advisor to help them manage their money and help with financial planning, many wonder how . . .
Read More
Estate Plan for Me/Us? What Estate?

Estate Plan for Me/Us? What Estate?

The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
Read More
What Happens When A Loved One Passes Away?

What Happens When A Loved One Passes Away?

Having a financial advisor can help you prepare for and persevere through the passing of your loved one. Sadly, we . . .
Read More
Where are the People Who Want to Work?

Where are the People Who Want to Work?

“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .
Read More
Evaluating Institutional Money Managers

Evaluating Institutional Money Managers

I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
1 2 3 19