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

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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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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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 . . .
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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 . . .
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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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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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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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Why Annuities May Be Worth the Cost

Why Annuities May Be Worth the Cost

Annuities are often perceived to be expensive in relation to other retirement savings and investment products. However, when the benefits . . .
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