Read what our experts are saying

September 29, 2015

A Closer Look at HSAs and FSAs

We are always looking for ways to save pretax dollars that can be put to good use. A medical savings […]
September 2, 2015

Maximizing Your Social Security Benefits

Social Security is one of the largest assets that retirees have today. The maximum social security benefit at full retirement […]
July 21, 2015

Is Your Trust Going To Cost You Thousands In Taxes?

As a Certified Private Wealth Advisor who has been trained in advanced estate and tax planning, I often get the […]
June 11, 2015

Is Debt Free The Way To Be?

Is it better to make extra payments to pay off your mortgage faster or to invest that extra money and […]
May 19, 2015

Permanent Life Insurance: A Tax Advantaged Savings Vehicle

Life insurance can be much more than just a death benefit, there are several key tax advantages that make permanent […]
May 2, 2015

The Absolute Regarding Variable Annuities

Absolutes would work great in this business if every client had the same amount of money, the exact same goals, […]
April 10, 2015

Understanding Business Cycles and Their Impact on Stock Performance

As a big believer in sector rotation and finding leadership in a market, I closely watch which sectors are performing […]
April 1, 2015

Has the Market Peaked?

If you recall in our 2015 Outlook, published on January 31, Virtus Wealth Management expects 2015 to be the peak […]
March 14, 2015

Important Tax Information

I am afraid many Americans will be a bit shocked when they complete their 2013 taxes and clearly understand the […]
September 9, 2014

Where to Invest in Rising Interest Rate Environments

This is the third part in a three part series on the impact of rising interest rates on our fixed […]