OUR BLOG

Read what our experts are saying

July 21, 2015

Is Your Trust Going To Cost You Thousands In Taxes?

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM As a Certified Private Wealth Advisor who has been trained in advanced […]
June 11, 2015

Is Debt Free The Way To Be?

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Is it better to make extra payments to pay off your mortgage […]
May 19, 2015

Permanent Life Insurance: A Tax Advantaged Savings Vehicle

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Life insurance can be much more than just a death benefit, there […]
May 2, 2015

The Absolute Regarding Variable Annuities

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Absolutes would work great in this business if every client had the […]
April 10, 2015

Understanding Business Cycles and Their Impact on Stock Performance

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM As a big believer in sector rotation and finding leadership in a […]
April 1, 2015

Has the Market Peaked?

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM If you recall in our 2015 Outlook, published on January 31, Virtus […]
March 14, 2015

Important Tax Information

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM I am afraid many Americans will be a bit shocked when they […]
September 9, 2014

Where to Invest in Rising Interest Rate Environments

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM This is the third part in a three part series on the […]
February 23, 2014

The Dangers of Huge Returns

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM I know it sounds counter-intuitive to state there are actually dangers to […]
February 7, 2014

Market Corrections are the Norm

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM A year like 2013 can spoil any investor, high returns with low […]