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 [...]
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 [...]
7 Tax-Loss Harvesting Mistakes That Could Cost Investors Thousands For high-net-worth families and business owners, market volatility can create opportunities to improve after-tax returns through tax-efficient investing in Chicago. When implemented properly, tax-loss harvesting can help offset realized capital gains, improve long-term tax efficiency, and keep more assets invested over [...]
College Costs vs. Retirement Planning: Understanding the Long-Term Opportunity Cost of Student Loans For many families in Barrington, South Barrington, Inverness, Lake Zurich, and across the Chicago North Shore, paying for college is one of the largest financial decisions you will ever make. Whether the discussion involves undergraduate tuition, graduate [...]
How to Achieve Tax-Efficient Investing in Chicago Without Sacrificing Portfolio Growth For high-net-worth families in Chicago and the Barrington area, tax-efficient investing can play an important role in long-term portfolio management. While many investors focus primarily on gross returns, after-tax returns may significantly impact long-term wealth accumulation. In higher-tax environments, [...]
Navigating the 2026 Illinois Estate Tax Landscape: A Planning Guide for Barrington Families As of 2026, Illinois continues to impose a state estate tax with a $4 million exemption threshold and graduated tax rates that may reach up to 22% on taxable amounts above the exemption. Unlike the federal estate [...]
Mutual Funds vs. Individual Securities: Tax Considerations for High-Net-Worth Investors For high-net-worth investors in Barrington and the greater Chicago area, after-tax outcomes can materially impact long-term portfolio results. While mutual funds are commonly used for diversification and ease of implementation, their structure may introduce tax inefficiencies and additional costs that [...]
Estate Settlement for High-Net-Worth Families: A Fiduciary Guide for Investors Settling an estate is not simply an administrative task—it is a multi-phase financial, legal, and tax process that can materially impact long-term wealth outcomes for beneficiaries. For high-net-worth families in Barrington and the greater Chicago area, the complexity is amplified [...]
