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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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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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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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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 . . .
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Temperature Check!

Temperature Check!

Well, we made it through 2020 and now through the first quarter of 2021!  Yippee!!!  We are well on our . . .
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Watch Out for Bonds! Part 2

Watch Out for Bonds! Part 2

I wrote a recent article proclaiming my love for Warren Buffet and his practical retirement advice, and in that article, . . .
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Watch Out for Bonds! Part 1

Watch Out for Bonds! Part 1

So, let’s get this out there … I love Warren Buffet.  He’s just so inspirational, down to earth, folksy, and . . .
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Diversification

Diversification

I’ll admit that I have a love, hate relationship with diversification.  As a financial advisor, I think diversification is the . . .
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International Women’s Day – Unstoppable

International Women’s Day – Unstoppable

In honor of International Women’s Day, I would like to highlight a couple of women that stand out to me . . .
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