• Sunday - Friday: 9 am - 8 pm
Book Now
Book An Appointment
847-892-7145

Blog

> Blog

Blog

Managing Investments Through Inflation Cycles: What History Teaches Us

23 July, 2025
investment management advisor
Recommended Reading
Managing Investments Through Inflation Cycles: What History Teaches Us Inflation is not a new phenom...
Read More

How to Vet a Financial Advisor in Chicago: Certifications, Experience, and Fiduciary Duty

19 July, 2025
certified financial planner near me
Recommended Reading
How to Vet a Financial Advisor in Chicago: Certifications, Experience, and Fiduciary Duty Choosing a...
Read More

What It Means to Partner with an Independent Financial Advisory Firm

16 July, 2025
What It Means to Partner with an Independent Financial Advisory Firm
Recommended Reading
What It Means to Partner with an Independent Financial Advisory Firm The word “independent” ofte...
Read More

What Fiduciary Duty Really Means in Financial Planning, and What It Doesn’t

12 July, 2025
fiduciary financial advisor
Recommended Reading
What Fiduciary Duty Really Means in Financial Planning, and What It Doesn’t When researching finan...
Read More

2025 Second Quarter Review and Outlook

11 July, 2025
Quarterly Reviews
2025 Second Quarter Review and Outlook The S&P 500 ended the second quarter at all-time highs, r...
Read More

Meet Our Summer Intern: Margarete Byrd

5 June, 2025
MargareteByrd
News
Please write a short biography about yourself:  Hi! My name is Margarete Byrd, and I am a rising ju...
Read More

2025 First Quarter Review and Outlook

7 April, 2025
Quarterly Reviews
A Period of Uncertainty Stock market volatility in the first quarter surpassed even our elevated exp...
Read More

Meet Our Spring Intern: Akansha Burad

3 April, 2025
Akansha Burad
News
Please write a short biography about yourself. I am a finance professional driven by curiosity, cont...
Read More

2024 Review and 2025 Outlook

14 January, 2025
Quarterly Reviews
U.S. Equities Shine in 2024 Amid Economic Resilience 2024 marked another robust year for U.S. equiti...
Read More

Strategic Financial Planning: Adapting Your Wealth Management Plan Year-Round

18 December, 2024
download (5)
Recommended Reading
Strategic Financial Planning: Adapting Your Wealth Management Plan Year-Round Wealth management is n...
Read More

Do Assets Truly Reflect Financial Wealth?

7 November, 2024
Business people are analyzing and planning business. Business Strategy Consulting
Quarterly Reviews
When we think of wealth, we often picture sizable assets: a large home, a growing investment portfol...
Read More

Maintaining Wealth Up to Retirement: Practical Tips to Secure Your Pension for Comfortable Retirement Living

19 October, 2024
Retirement
Quarterly Reviews
Maintaining Wealth Up to Retirement: Practical Tips to Secure Your Pension for Comfortable Retiremen...
Read More
No More Posts
1 2 3 4 … 9
1 Jul 2016 By Admin_virtuEAm

First Half 2016: Investment Review & Outlook

Read More
26 Nov 2016 By Admin_virtuEAm

Barron’s: ETF Investing to Suit Your Career

Read More
2 Jan 2017 By Admin_virtuEAm

2016 Investment Review and 2017 Outlook

Read More
19 Apr 2017 By Admin_virtuEAm

Ex-TIAA manager adds Chicago office as non-solicit expires

Read More
13 May 2017 By Admin_virtuEAm

MarketWatch: Americans will talk about sex and infidelity before they talk about

Read More
25 May 2017 By Admin_virtuEAm

NerdWallet: If at First You Miss a Financial Goal, Try, Try Again

Read More
3 Jul 2017 By Admin_virtuEAm

2017 First Half Review and Second Half Outlook

Read More
4 Oct 2017 By Admin_virtuEAm

SiriusXM: Your money with Kent Smetters

Read More
9 Oct 2017 By Admin_virtuEAm

2017 Third Quarter Review

Read More
11 Oct 2017 By Admin_virtuEAm

How Most Americans Spend Their Paychecks & How To Make The Most

Read More
13 Oct 2017 By Admin_virtuEAm

How to Budget for December Holidays in October

Read More
11 Dec 2017 By Admin_virtuEAm

GE Debacle Reveals Weaknesses in Dividend Strategy

Read More
5 Jan 2018 By Admin_virtuEAm

2017 Investment Review and 2018 Outlook

Read More
17 Jan 2018 By Admin_virtuEAm

Why Financial Advisors Love Value Stocks in 2018

Read More
23 Feb 2018 By Admin_virtuEAm

Meet the New Fed Chairman

Read More
6 Apr 2018 By Admin_virtuEAm

2018 First Quarter Review

Read More
15 May 2018 By Admin_virtuEAm

These TIPS Help Protect Your Portfolio

Read More
12 Jun 2018 By Admin_virtuEAm

Tune in to SiriusXM: Your Money with Kent Smetters

Read More
11 Jul 2018 By Admin_virtuEAm

2018 First Half Review and Outlook

Read More
8 Oct 2018 By Admin_virtuEAm

2018 Third Quarter Review and Outlook

Read More
12 Nov 2018 By Admin_virtuEAm

Best Productivity and Time Management Books (in 2018)

Read More
12 Nov 2018 By Admin_virtuEAm

3 Effective Ways to Reframe Risk for Ultra-Conservative Clients

Read More
11 Jan 2019 By Admin_virtuEAm

2018 Investment Review and 2019 Outlook

Read More
12 Apr 2019 By Admin_virtuEAm

2019 First Quarter Review and Outlook

Read More
11 Jul 2019 By Admin_virtuEAm

2019 First Half Review and Outlook

Read More
8 Oct 2019 By Admin_virtuEAm

2019 Third Quarter Review and Outlook

Read More
8 Jan 2020 By Admin_virtuEAm

2019 Review and 2020 Outlook

Read More
17 Jan 2020 By Admin_virtuEAm

Plenty to celebrate for Barrington-area chamber at annual dinner

Read More
12 Mar 2020 By Admin_virtuEAm

Market Update

Read More
2 Apr 2020 By Admin_virtuEAm

2020 First Quarter Review and Outlook

Read More
12 May 2020 By Admin_virtuEAm

David A. Valenti Joins Virtue Asset Management as Fee-Only Financial Advisor

Read More
4 Jun 2020 By Admin_virtuEAm

Stocks Offer the Potential for Appreciation and a Good Source of Growth

Read More
7 Jul 2020 By Admin_virtuEAm

2020 First Half Review and Outlook

Read More
13 Aug 2020 By Admin_virtuEAm

This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to

Read More
2 Oct 2020 By Admin_virtuEAm

2020 Third Quarter Review and Outlook

Read More
3 Nov 2020 By Admin_virtuEAm

Closed-end funds may be option for retirees searching for portfolio income

Read More
5 Nov 2020 By Admin_virtuEAm

Treasury Inflation Protected Securities – An Attractive Option to Diversify Your Bond

Read More
14 Jan 2021 By Admin_virtuEAm

2020 Review and 2021 Outlook

Read More
28 Jan 2021 By Admin_virtuEAm

Robert Finley named to Barrington Area Chamber of Commerce Board of Directors

Read More
10 Feb 2021 By Admin_virtuEAm

We Are Excited To Announce Our New Office!

Read More
9 Apr 2021 By Admin_virtuEAm

2021 First Quarter Review and Outlook

Read More
9 Jul 2021 By Admin_virtuEAm

2021 First Half Quarter Review and Outlook

Read More
1 Oct 2021 By Admin_virtuEAm

Love wine and shopping? Barrington Wine Walk returns Oct. 9

Read More
8 Oct 2021 By Admin_virtuEAm

2021 Third Quarter Review and Outlook

Read More
18 Nov 2021 By Admin_virtuEAm

5 Reasons You Should Have a Financial Consultant

Read More
10 Jan 2022 By Admin_virtuEAm

2021 Review and 2022 Outlook

Read More
19 Jan 2022 By Admin_virtuEAm

Barrington Area Chamber Announces 2022 Leadership

Read More
11 Feb 2022 By Admin_virtuEAm

CNBC: Retirees seeking income may want to consider closed-end funds

Read More
24 Feb 2022 By Admin_virtuEAm

Volatility is the Price of Admission

Read More
8 Apr 2022 By Admin_virtuEAm

2022 First Quarter Review and Outlook

Read More
18 Apr 2022 By Admin_virtuEAm

4 Money Mindset Hacks to Grow Rich

Read More
18 Apr 2022 By Admin_virtuEAm

Financial Planning Tips for Young Adults

Read More
21 Apr 2022 By Admin_virtuEAm

3 Common Mistakes of Affluent Investors

Read More
23 Apr 2022 By Admin_virtuEAm

All You Need to Know About Private Wealth Management

Read More
25 Apr 2022 By Admin_virtuEAm

How Hiring A Financial Planner Will Benefit Your Business

Read More
27 Apr 2022 By Admin_virtuEAm

The Difference Between Fee Only and Fee Based Financial Planners

Read More
29 Apr 2022 By Admin_virtuEAm

How Hiring A Financial Planner Will Benefit Your Business

Read More
12 May 2022 By Admin_virtuEAm

May Market Update

Read More
8 Jul 2022 By Admin_virtuEAm

2022 First Half Review and Outlook

Read More
7 Oct 2022 By Admin_virtuEAm

2022 Third Quarter Review and Outlook

Read More
11 Jan 2023 By Admin_virtuEAm

2022 Review and 2023 Outlook

Read More
7 Apr 2023 By Admin_virtuEAm

2023 First Quarter Review and 2023 Outlook

Read More
30 May 2023 By Admin_virtuEAm

Ribbon cutting ceremony signals the end of Field of Dreams construction

Read More
14 Jun 2023 By Admin_virtuEAm

Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships

Read More
14 Jul 2023 By Admin_virtuEAm

2023 First Half Review and Outlook

Read More
29 Aug 2023 By Admin_virtuEAm

Introduction to 529 Plans

Read More
Higher Bond Yields Have Created an Alternative
17 Oct 2023 By Admin_virtuEAm

2023 Third Quarter Review and Outlook

Read More
12 Jan 2024 By Admin_virtuEAm

2023 Review and 2024 Outlook

Read More
15 Feb 2024 By Admin_virtuEAm

Exploring the Complexities of Modern Wealth Management: Protecting Wealth in Volatile Markets

Read More
Financial advisor explaining investment options creditvecteezy business advisor meeting to analyze and discuss the 7143797 scaled
3 Apr 2024 By Admin_virtuEAm

How to Choose the Right Investment Consultant in Chicago for Your Financial

Read More
10 Apr 2024 By Admin_virtuEAm

2024 First Quarter Review and Outlook

Read More
151028 ADV HowFinancialPlanner
24 Apr 2024 By Admin_virtuEAm

Understanding Capital Gains and How to Minimize the Tax Bite

Read More
30 May 2024 By Admin_virtuEAm

Meet Our Summer Intern: Nathan Lodes

Read More
151028 ADV HowFinancialPlanner
11 Jun 2024 By Admin_virtuEAm

The Advantages of Working with a Fee-Only Financial Advisor

Read More
20 Jun 2024 By Admin_virtuEAm

Meet Our Summer Intern: Alexandrea Lee

Read More
investors reviewing charts
26 Jun 2024 By Admin_virtuEAm

Exploring Alternative Asset Classes for Wealth Management Portfolio Diversification

Read More
26 Jun 2024 By Admin_virtuEAm

Hedging Low-Cost Basis Stock Using Options

Read More
18 Jul 2024 By Admin_virtuEAm

2024 First Half Review and Outlook

Read More
fin
2 Aug 2024 By Admin_virtuEAm

Asset Location Strategies to Optimize After-Tax Returns

Read More
28 Aug 2024 By Admin_virtuEAm

How to Leverage Election Year Market Trends for Your Investment Portfolio

Read More
28 Aug 2024 By Admin_virtuEAm

MoneyGeek – Best Life Insurance for 50-Year-Olds in March 2024

Read More
11 Oct 2024 By Admin_virtuEAm

2024 Third Quarter Review and Outlook

Read More
19 Oct 2024 By Admin_virtuEAm

Maintaining Wealth Up to Retirement: Practical Tips to Secure Your Pension for

Read More
Business people are analyzing and planning business. Business Strategy Consulting
7 Nov 2024 By Admin_virtuEAm

Do Assets Truly Reflect Financial Wealth?

Read More
download (5)
18 Dec 2024 By Admin_virtuEAm

Strategic Financial Planning: Adapting Your Wealth Management Plan Year-Round

Read More
14 Jan 2025 By Admin_virtuEAm

2024 Review and 2025 Outlook

Read More
Akansha Burad
3 Apr 2025 By Admin_virtuEAm

Meet Our Spring Intern: Akansha Burad

Read More
7 Apr 2025 By Admin_virtuEAm

2025 First Quarter Review and Outlook

Read More
MargareteByrd
5 Jun 2025 By Admin_virtuEAm

Meet Our Summer Intern: Margarete Byrd

Read More
11 Jul 2025 By Admin_virtuEAm

2025 Second Quarter Review and Outlook

Read More
fiduciary financial advisor
12 Jul 2025 By Admin_virtuEAm

What Fiduciary Duty Really Means in Financial Planning, and What It Doesn’t

Read More
What It Means to Partner with an Independent Financial Advisory Firm
16 Jul 2025 By Admin_virtuEAm

What It Means to Partner with an Independent Financial Advisory Firm

Read More
certified financial planner near me
19 Jul 2025 By Admin_virtuEAm

How to Vet a Financial Advisor in Chicago: Certifications, Experience, and Fiduciary

Read More
investment management advisor
23 Jul 2025 By Admin_virtuEAm

Managing Investments Through Inflation Cycles: What History Teaches Us

Read More
Portfolio
1 Aug 2025 By Admin_virtuEAm

How to Know If Your Portfolio Is Actually Working for You

Read More
investment management advisor
5 Aug 2025 By Admin_virtuEAm

Received a Large Inheritance or Settlement? How to Protect It for the

Read More
financial advisor
9 Aug 2025 By Admin_virtuEAm

How Tax-Aware Investing Supports Long-Term Wealth Growth

Read More
independent wealth management firms
12 Aug 2025 By Admin_virtuEAm

Questions to Ask Before You Choose a Wealth Management Partner

Read More
What People Who Build Long Term Wealth Do Differently
29 Aug 2025 By Admin_virtuEAm

What People Who Build Long-Term Wealth Do Differently

Read More
fiduciary financial advisor
4 Sep 2025 By Admin_virtuEAm

Who’s Really on Your Side? How to Tell if Your Financial Advice

Read More
investment management advisor
8 Sep 2025 By Admin_virtuEAm

How a Long-Term Plan Keeps You Focused When Markets Change

Read More
Personal Asset Management
13 Sep 2025 By Admin_virtuEAm

What to Ask Before Putting Your Money to Work Locally

Read More