Read what our experts are saying

October 20, 2016

The Effect of Alternative Investments on a Portfolio

With pre-election market jitters in full swing, I would like to highlight one of the key strategies that we use […]
July 27, 2016

How Efficient Is Your Money?

Money inefficiencies can occur in all areas of your financial plan. They erode wealth and can limit us from building […]
June 28, 2016

What is BREXIT and Why Should We Care?

On June 23rd, Britain voted to exit (BREXIT) the European Union (EU). It is an important issue because it will […]
June 7, 2016

Don’t Be THE Target

Behavioral finance has become a much larger and more researched area of wealth management over the past decade. We must […]
May 5, 2016

Politics And Your Portfolio: Is There A Relationship?

As citizens of the state of Texas we all have strong opinions on who our next President should be; however, […]
March 3, 2016

Qualified Longevity Annuity Contracts: A New Breed of Annuity

When an investor turn 70 ½ years old, the Federal Government demands that they begin taking distributions from their Qualified […]
February 5, 2016

Social Security Changes

Happy 2016! We hope you are off to a great start for the year. In this Virtus View, we would […]
January 14, 2016

Balancing Confidence and Volatility

Please find in the link below a letter from Burt White, who is the Chief Investment Officer at LPL. I […]
January 1, 2016

What to Expect from Virtus Views in 2016

There are several hot topics in the stock market and global economy as of late, and I’m sure some investors […]
December 11, 2015

Open Enrollment Season

‘Tis the season for family get-togethers, holiday cheer, food a plenty, and of course….open enrollment. For both corporate and federal […]