2018 First Quarter Review
At Virtue Asset Management, we believe that the first quarter of 2018 introduced us to stock market vigilantes who are selling the stock market to try and influence the decisions of President Trump and the US Government. These selling...
Meet the New Fed Chairman
Jerome Powell is the new Chair of the Federal Reserve replacing Janet Yellen. We expect him to continue the dovish policies of Janet Yellen. A dovish policy refers to a looser, more accommodating policy with the goal of stimulating the...
Why Financial Advisors Love Value Stocks in 2018
Robert Finley, principal at Virtue Asset Management, has been recommending his clients start rotating from growth to value stocks. https://money.usnews.com/investing/buy-and-hold-strategy/articles/2018-01-16/why-financial-advisors-love-value-stocks-in-2018
2017 Investment Review and 2018 Outlook
In 2017, the bull market in stocks continued for a ninth year. The S&P 500 Index returned 21.83% for the year. The increase in stock prices was driven by higher earnings and a price to earnings (P/E) multiple expansion. The market has...
GE Debacle Reveals Weaknesses in Dividend Strategy
Another potential red flag with dividend stocks is weak cash flow, experts say. “If a company has declining cash flow and/or their payout ratio is higher than 50 percent, I’d consider those major red flags and not recommend purchasing that dividend stock because it...
How to Budget for December Holidays in October
Your past holiday spending is the best indicator of what you’ll spend this season, says Robert P. Finley, a certified financial planner and the principal of Virtue Asset Management in Illinois. “Try to get your credit card statements,” Finley says. “Try to look at...
How Most Americans Spend Their Paychecks & How To Make The Most Of Yours
If drastic measures like downsizing to a cheaper place aren’t possible, consider other housing hacks, like renting out your space, getting a roommate or even house sitting. Slashing costs by even 10 percent can equal enormous savings, says Certified Financial...
2017 Third Quarter Review
The strength of the stock market continued in the third quarter. The S&P 500 Index was up 4.48% for the quarter and 14.24% for the year. The strength in U.S. Large Cap as measured by the S&P 500 Index was driven by the S&P 500...
SiriusXM: Your money with Kent Smetters
I would like to thank Professor Kent Smetters who had me on his radio show on 10/3: Your Money. The show airs live on Tuesdays from 5 – 7PM EST on the Wharton Business Radio Channel (channel 111) on SiriusXM....
2017 First Half Review and Second Half Outlook
The first half of the year continued the seven-year bull market for stocks with the S&P 500 up 9.17%. Virtue Asset Management continues to recommend over-weighting US Large Cap stocks versus US Mid Cap and US Small Cap. This allocation...
Fee Schedule and ADV Form
White Papers
Posts by Year
Client Relationship Summary
