Exploring the Complexities of Modern Wealth Management: Protecting Wealth in Volatile Markets
In an era marked by unprecedented market volatility, the complexities of modern wealth management have become increasingly apparent. For high-net-worth individuals and families, navigating these turbulent financial waters demands strategic understanding and the...
2024 First Quarter Review and Outlook
It was a strong first quarter for large-cap stocks as measured by the S&P 500 Index. The S&P 500 hit over 20 record highs and finished the quarter up 10.56%. The excellent returns were powered by a growing US economy and optimism about artificial intelligence...
How to Choose the Right Investment Consultant in Chicago for Your Financial Goals
Navigating the world of investments can feel overwhelming, especially in a dynamic city like Chicago. Whether you are saving for retirement, planning for your child's education, or simply aiming to grow your wealth, having a trusted investment consultant by your side...
2023 Review and 2024 Outlook
It was an excellent year for most equity indexes. In 2023, the S&P 500 Index returned 26.29% and finished near an all-time high. The strong returns were powered by a US economy that was able to avoid a recession. Lower inflation contributed to the strong market...
2023 Third Quarter Review and Outlook
The S&P 500 finished the third quarter down –3.27% but is still up 13.07% for the year. The stock price decline was partly driven by investors’ changing expectations of future interest rates.
Introduction to 529 Plans
A 529 plan is a tax-advantaged savings plan designed to help individuals and families save for education expenses. These plans are named after Section 529 of the Internal Revenue Code, which governs their tax treatment. 529 plans are typically sponsored by states or...
2023 First Half Review and Outlook
The S&P 500 continued to rally in the second quarter, led by technology and artificial intelligence stocks, gaining 8.74% and finishing the first half of the year up 16.89%. The strong returns were driven by a reduction in inflation; allowing the Federal Reserve...
Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships
Lorie Shah brings her expertise with institutional and retail investing to Virtue Asset Management as Director of Client Relationships. She has over ten years of experience in financial markets. Lorie combines her exceptional communication skills with her extensive...
Ribbon cutting ceremony signals the end of Field of Dreams construction
“What a special ribbon-cutting ceremony this week, as community members came together to celebrate the end of Build 220 construction at the Fields of Dreams, the varsity baseball field, and the new multi-purpose turf field at BHS! These new and improved spaces will be...
2023 First Quarter Review and 2023 Outlook
The first quarter saw positive returns for most stocks and bonds. In the first quarter, the S&P 500 Index returned 7.50% and the Bloomberg U.S. Aggregate (Bond) Index returned 2.96%. The market experienced high volatility due to investors changing inflation...
Fee Schedule and ADV Form
White Papers
Posts by Year
