The Setting Every Community Up for Retirement Enhancement (SECURE) Act is Washington policy makers...
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Read what our experts are sayingContact us to ask a question or request more information. Receive the latest investment advice, tips, and strategies straight to your inbox by signing up for our e-newsletter, The Virtus View, at the bottom of this page. All information is written by our staff. We do not accept guest blog posts. No sales inquiries, please.
Don’t Be THE Target
Brian Tillotson
June 7, 2016
Behavioral finance has become a much larger and more researched area of wealth management over the past decade. We must . . .
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Politics And Your Portfolio: Is There A Relationship?
Brian Tillotson
May 5, 2016
As citizens of the state of Texas we all have strong opinions on who our next President should be; however, . . .
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Qualified Longevity Annuity Contracts: A New Breed of Annuity
Brian Tillotson
March 3, 2016
When an investor turn 70 ½ years old, the Federal Government demands that they begin taking distributions from their Qualified . . .
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Social Security Changes
Brian Tillotson
February 5, 2016
Happy 2016! We hope you are off to a great start for the year. In this Virtus View, we would . . .
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Balancing Confidence and Volatility
Brian Tillotson
January 14, 2016
Please find in the link below a letter from Burt White, who is the Chief Investment Officer at LPL. I . . .
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What to Expect from Virtus Views in 2016
Brian Tillotson
January 1, 2016
There are several hot topics in the stock market and global economy as of late, and I’m sure some investors . . .
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Open Enrollment Season
Brian Tillotson
December 11, 2015
‘Tis the season for family get-togethers, holiday cheer, food a plenty, and of course….open enrollment. For both corporate and federal . . .
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A Closer Look at HSAs and FSAs
Brian Tillotson
September 29, 2015
We are always looking for ways to save pretax dollars that can be put to good use. A medical savings . . .
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Maximizing Your Social Security Benefits
Brian Tillotson
September 2, 2015
Social Security is one of the largest assets that retirees have today. The maximum social security benefit at full retirement . . .
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Is Your Trust Going To Cost You Thousands In Taxes?
Brian Tillotson
July 21, 2015
As a Certified Private Wealth Advisor who has been trained in advanced estate and tax planning, I often get the . . .
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