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Wealth Building

We believe the secret to proper wealth building is applying a variety of financial planning strategies to help you work towards your goals. The days of simply buying and holding a portfolio of stocks and bonds are long gone. Now, you can choose from dozens of asset classes with broad diversification that may help protect your portfolio against today’s extreme market volatility. If your goals are important then it makes sense to take the time to put together a plan to achieve them. That’s where we come in. We can help you make sense of it all and put a plan together to help you achieve your goals so you can have more time to enjoy your life.
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Managed Wealth

The strategies you used to accumulate wealth shouldn’t be the same ones you use to protect it. Many have made that mistake before. At Virtue, you won’t get lost in the shuffle like other firms. You’ll work with your own personal advisor to ensure your plan is adhered to and your needs are met.  We offer you both the expertise and personal service you deserve. And our services are built around a process to specifically meet your changing investment needs as your lifestyle and future goals evolve.
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Retirement Plans

With so many retirement plans out there, how do you make sense of it all? We’ll start by helping you identify the right retirement plan for your company. We’ll consider the type of plan, investment performance, and fees. And to help your employees reach their goals, we’ll provide a suite of education services using fun and easy-to-follow on-site workshops. A retirement plan is only effective if your employees are using it.
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Business Owners

As a business owner you have a lot to manage. We understand you wear many hats. As your trusted advisor, we’ll provide the services you need so you can focus on your business.  Services ranging from selecting the right retirement plan to minimize taxes, how to protect your business for your family and your business partners, preparing for a business exit, as well as personal investment advisory services for your own portfolio. All the expertise and service you deserve.
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Newest Videos and Articles for Investors

  • dog and pet expenses

Doggy Pay Care – Budgeting for Pet Care

November 7th, 2024|Comments Off on Doggy Pay Care – Budgeting for Pet Care

Creating a Budget for Dog Parenthood Are you thinking about bringing a loyal, frisbee-chasing, treat-seeking, sock-stealing, face-licking, tail-wagging, bed-cuddling Canis familiaris into your life? If so, you’re in good company. According to Forbes Advisor, 65.1 [...]

  • inflation and cost of living

Unravelling the Rising Cost of Living

October 24th, 2024|Comments Off on Unravelling the Rising Cost of Living

Understanding What Drives Higher Prices Can Help Improve Retirement Planning According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it [...]

  • Roth or Traditional 401k

Roth or Regular? Your 401k or IRA Choices

October 10th, 2024|Comments Off on Roth or Regular? Your 401k or IRA Choices

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or [...]

  • spoofing

3 things to know about the coming estate tax exemption sunset

August 13th, 2024|Comments Off on 3 things to know about the coming estate tax exemption sunset

Tax Cuts and Jobs Act is scheduled to sunset. Get your planning done soon so you don't miss out. "Due to personally owned life insurance and estate growth over time, more clients than you might [...]

How Biden’s Withdrawal Impacts Your Investments

July 31st, 2024|Comments Off on How Biden’s Withdrawal Impacts Your Investments

The State of Play In a July 21 open letter posted on social media, President Biden wrote that he has concluded “it is in the best interest” of the Democratic Party and the country [...]

  • spoofing

Spoofing – Have You Been a Victim?

July 30th, 2024|Comments Off on Spoofing – Have You Been a Victim?

In the FBI’s 2023 Internet Crime Report, email spoofing has cost the world over $18 million and leads all other categories with the most complaints filed. An average of 3 billion spoofing emails are sent [...]

Market Performance Remains a Tale of Haves and Have-Nots

July 17th, 2024|Comments Off on Market Performance Remains a Tale of Haves and Have-Nots

The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology [...]

  • 2024 2nd Half Stock Market Forecast

Stock Market Forecast: Double Digit Earnings Growth on Tap

July 16th, 2024|Comments Off on Stock Market Forecast: Double Digit Earnings Growth on Tap

With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. LPL Research believes stocks have gotten a bit over their skis, but [...]