A financial review should not be just about the performance of one’s portfolio. I know, that is...
OUR BLOG
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.
2020 The Year Of Balance
Karen Spence
March 9, 2020
Like the numbers of the actual year itself, 2020, I declare 2020 the year of balance! Balance is important to . . .
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How Your Investments Are Like Perfectly Smoked BBQ
Karen Spence
March 9, 2020
Trust the process! Josh recently wrote an article titled “Five Financial Lessons from the Dallas Cowboys”, and one of the . . .
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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 26, 2020
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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Federal Debt Concerns: Fact or Fiction?
Brian Tillotson
February 23, 2020
The most common concern I hear from people is regarding the federal debt and its impact on the economy, and . . .
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Wear Sunscreen & When to Worry About the Market
Brian Tillotson
February 11, 2020
In 1999, Baz Lurhmann released the song “Everyone is Free (To Wear Sunscreen),” a song I still play for my . . .
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Planning for Retirement and Choosing a Beneficiary
Virtus Wealth Management
February 11, 2020
Retirement planning is about more than planning the fun things you want to do when you earn your freedom from . . .
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Why The Secure Act is Important for All Age Groups!
Brian Tillotson
February 8, 2020
If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the . . .
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50th Anniversary, Financial Planning Profession
Charles R. Elhoff, Jr
January 29, 2020
Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial . . .
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Trump Impeachment Hearings: News or Noise for the Stock Market
Virtus Wealth Management
January 22, 2020
Go to nearly any news website, TV, or radio station and you will most likely be bombarded with updates regarding . . .
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Myth Busters: The Baby Boomer Generation
Brian Tillotson
November 26, 2019
My last Myth Buster article discussed the myths of the millennial generation. Today I would like to discuss the myths . . .
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