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

COVID and College Planning – Are you prepared?

COVID and College Planning – Are you prepared?

Well, here we are in 2022 and, sadly, COVID-19 rages on. So, what’s happening out there with college planning as . . .
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Should You Own Bonds? (Part 2)

Should You Own Bonds? (Part 2)

As stated in Part 1 of this article, it depends.  Same answer as before!  In Part 1 of this series, . . .
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Disclosures Disclosures Disclosures! Who Broke The Code?

Disclosures Disclosures Disclosures! Who Broke The Code?

We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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Should You Own Bonds? (Part 1)

Should You Own Bonds? (Part 1)

Depends. How is that for an answer? It is important to understand the big picture and to not get caught . . .
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SALARIES, COMMISSIONS, FEES…WHY?

SALARIES, COMMISSIONS, FEES…WHY?

So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops

WHAT NOW? 3 Occasions When Your Income Stops

We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Empty Nester Guide – Financial Tips (Part 2)

Empty Nester Guide – Financial Tips (Part 2)

Welcome to Part 2 of our Empty Nester Guide – Financial Tips.  From my experience, these Financial Tips take longer . . .
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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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SECURE Act – Legacy Planning

SECURE Act – Legacy Planning

Did you know that one of the changes in the SECURE Act should be considered in your legacy planning???  Well . . .
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Empty Nester Guide – It’s happening … Now what???

Empty Nester Guide – It’s happening … Now what???

Well, you made it!  You are an empty nester.  Is it time to celebrate or cry or a little bit . . .
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