2026 Second Quarter Review & Outlook The S&P 500 rebounded during the second quarter of 2026 and is now up 10.21% year to date. The rebound was fueled by stronger-than-expected corporate earnings. First-quarter earnings increased 28.8% year over year, led by the technology sector, where earnings grew an impressive 54.8%. [...]
When It Makes Sense to Revisit Your Financial Plan A financial plan is not a document you create once and file away. It is a living framework that typically evolves as your life changes. At Virtue Asset Management, regular review and adjustment are part of our financial planning process. The [...]
When Does It Make Sense to Hire a Financial Advisor? (A Practical Guide for 2026) 1. The Inheritance / Windfall Moment An inheritance, legal settlement, or other sudden windfall can feel like a blessing and a burden at the same time. You may be grieving, fielding opinions from family members, [...]
The 5-Year Retirement Countdown: A Retirement Planning Checklist for Chicago Executives For many executives in Chicago, Barrington, Oak Park, and throughout the Chicagoland area, the five years leading up to retirement represent one of the most important financial planning periods of their lives. During this time, decisions regarding executive compensation, [...]
Beyond the Basket: Understanding the Risks of Stock and Sector Concentration For many successful investors, wealth was not built through broad diversification. It was often built through ownership in a business, long-term employment with a successful company, or concentrated investments that appreciated significantly over time. While concentration can play a [...]
The Executive’s Guide to Hedging Low-Cost Basis Stock in 2026 You have spent years, perhaps decades, building a significant stake in your company. Whether you are an executive at a Fortune 500 firm or a key leader in a high-growth Chicago-based enterprise, that concentrated stock position may represent a substantial [...]
Meet Our Summer Intern: Abhishek Dumbre We’re excited to welcome Abhishek Dumbre to Virtue Asset Management this summer. As a boutique advisory firm serving families in Barrington and the greater Chicago area, we value curiosity, discipline, and a genuine interest in helping clients make thoughtful financial decisions. Abhishek brings exactly [...]
The Ultimate Guide to Dynasty Trusts: Using Generation-Skipping Trusts to Preserve Multi-Generational Wealth For high-net-worth families in Barrington and the greater Chicago area, building wealth is often about more than personal financial security. Many families want to create a lasting legacy that benefits children, grandchildren, and future generations. One estate [...]
For high-net-worth families in Barrington and the greater Chicago area, building wealth is often about more than personal financial security. Many families want to create a lasting legacy that benefits children, grandchildren, and future generations. One estate planning strategy that may help accomplish this goal is a Dynasty Trust, often [...]
Meet Our 2026 Summer Intern: Joey Portell At Virtue Asset Management, we are committed to delivering personalized, boutique-style wealth management services, and that commitment begins with building a knowledgeable and client-focused team. This summer, we are pleased to welcome Joey Portell to Virtue Asset Management as our newest intern. Joey [...]
