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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.
Empty Nester Guide – It’s happening … Now what???
Karen Spence
February 24, 2022
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?
Karen Spence
December 6, 2021
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!
Karen Spence
June 10, 2021
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
Karen Spence
May 15, 2021
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
Karen Spence
May 10, 2021
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
Karen Spence
March 10, 2021
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
Karen Spence
March 5, 2021
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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What I’ve learned about Assisted Living … from Experience!!!
Karen Spence
January 29, 2021
Last year my parents decided to move from their home in Plano of 40 years to an Assisted Living Facility . . .
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December – Focus on Relationships
Karen Spence
December 10, 2020
We are approaching the end of 2020 (Yay!) and it’s time to prepare for 2021 by using the month of . . .
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November – Making a Difference
Karen Spence
November 5, 2020
As many of you know, I grew up as an age-group swimmer and continued to swim in college at the . . .
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