How to Evaluate Financial Advisors You Find in an Online Search If you’ve searched for a “certified financial advisor near me,” you may have found professionals with different credentials and registrations. That search phrase does not identify a particular certification. Verify each professional’s specific designation, who issued it, and whether [...]
2026 Third Quarter Review & Outlook The S&P 500 delivered another solid quarter, rising 2.30% in the third quarter and 12.75% year to date. That performance stood out, as most other major asset classes finished the quarter lower. Two themes continue to drive the market: artificial intelligence and interest rates. [...]
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%. [...]
A Decade of Virtue: Ten Years of Lessons on Market Resilience and American Innovation Ten years ago, we opened the doors at Virtue Asset Management with a simple belief: investors deserve more than just a portfolio—they deserve a partner to help them navigate market uncertainty with discipline and clarity. As [...]
2026 First Quarter Market Commentary: Geopolitics, AI Execution, and the Path Ahead The first quarter of 2026 has been a stark reminder that the market path is rarely a straight line. If you’ve been watching your portfolio lately, you’ve likely noticed a shift in momentum. After a period of relative [...]
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 economy. Powell has been one of the seven members of [...]
