How Most Americans Spend Their Paychecks & How To Make The Most Of Yours
In The Media
If drastic measures like downsizing to a cheaper place aren’t possible, consider other housing ha...
2017 Third Quarter Review
Quarterly Reviews
The strength of the stock market continued in the third quarter. The S&P 500 Index was up 4.48%...
SiriusXM: Your money with Kent Smetters
In The Media
I would like to thank Professor Kent Smetters who had me on his radio show on 10/3: Your Money. Th...
2017 First Half Review and Second Half Outlook
Quarterly Reviews
The first half of the year continued the seven-year bull market for stocks with the S&P 500 up 9...
NerdWallet: If at First You Miss a Financial Goal, Try, Try Again
In The Media
“Once you’ve reached that goal, or more importantly not reached that goal, I really think it’s...
MarketWatch: Americans will talk about sex and infidelity before they talk about this
In The Media
This willingness to keep one’s personal finances under wraps stems from people’s embarrassment a...
Ex-TIAA manager adds Chicago office as non-solicit expires
In The Media
Virtue Asset Management, an advisory firm founded by former TIAA and U.S. Trust portfolio manager Ro...
2016 Investment Review and 2017 Outlook
Quarterly Reviews
The US Stock market showed surprising strength and velocity in the eighth year of the current bull m...
Barron’s: ETF Investing to Suit Your Career
In The Media
ROBERT FINLEY of Virtue Asset Management in Barrington, Ill., takes this analysis a step further. ht...
First Half 2016: Investment Review & Outlook
Quarterly Reviews
The first half of the year was volatile with the S&P 500 down 11.44% on February 11th and up 3....
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