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2025 Second Quarter Review and Outlook

11 July, 2025
Quarterly Reviews
The S&P 500 ended the second quarter at all-time highs, rising 10.94% during the quarter and pos...
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Meet Our Summer Intern: Margarete Byrd

MargareteByrd
5 June, 2025
News
Please write a short biography about yourself:  Hi! My name is Margarete Byrd, and I am a rising ju...
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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...
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Meet Our Spring Intern: Akansha Burad

Akansha Burad
3 April, 2025
News
Please write a short biography about yourself. I am a finance professional driven by curiosity, cont...
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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...
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Strategic Financial Planning: Adapting Your Wealth Management Plan Year-Round

download (5)
18 December, 2024
Recommended Reading
Wealth management is not a set-it-and-forget-it endeavor. A dynamic financial plan that adapts to ch...
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Do Assets Truly Reflect Financial Wealth?

Business people are analyzing and planning business. Business Strategy Consulting
7 November, 2024
Quarterly Reviews
When we think of wealth, we often picture sizable assets: a large home, a growing investment portfol...
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Maintaining Wealth Up to Retirement: Practical Tips to Secure Your Pension for Comfortable Retirement Living

Retirement
19 October, 2024
Quarterly Reviews
Planning for retirement can seem daunting to most. It’s important to understand that it’s not al...
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2024 Third Quarter Review and Outlook

11 October, 2024
Quarterly Reviews
In the third quarter, the S&P 500 Index rose by 5.89%, bringing its year-to-date return to 22.08...
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MoneyGeek – Best Life Insurance for 50-Year-Olds in March 2024

28 August, 2024
In The Media, News
Why is life insurance more expensive for people over 50? Life insurance typically costs more for ind...
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How to Leverage Election Year Market Trends for Your Investment Portfolio

28 August, 2024
Quarterly Reviews
Election years are often marked by market uncertainty and volatility as investors speculate on poten...
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Asset Location Strategies to Optimize After-Tax Returns

fin
2 August, 2024
Quarterly Reviews
When managing your investments, knowing where to hold your assets can be just as crucial as deciding...
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1 Jul 2016 By Admin_virtuEAm

First Half 2016: Investment Review & Outlook

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26 Nov 2016 By Admin_virtuEAm

Barron’s: ETF Investing to Suit Your Career

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2 Jan 2017 By Admin_virtuEAm

2016 Investment Review and 2017 Outlook

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19 Apr 2017 By Admin_virtuEAm

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

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13 May 2017 By Admin_virtuEAm

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

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25 May 2017 By Admin_virtuEAm

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

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3 Jul 2017 By Admin_virtuEAm

2017 First Half Review and Second Half Outlook

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4 Oct 2017 By Admin_virtuEAm

SiriusXM: Your money with Kent Smetters

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9 Oct 2017 By Admin_virtuEAm

2017 Third Quarter Review

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11 Oct 2017 By Admin_virtuEAm

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

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13 Oct 2017 By Admin_virtuEAm

How to Budget for December Holidays in October

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11 Dec 2017 By Admin_virtuEAm

GE Debacle Reveals Weaknesses in Dividend Strategy

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5 Jan 2018 By Admin_virtuEAm

2017 Investment Review and 2018 Outlook

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17 Jan 2018 By Admin_virtuEAm

Why Financial Advisors Love Value Stocks in 2018

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23 Feb 2018 By Admin_virtuEAm

Meet the New Fed Chairman

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6 Apr 2018 By Admin_virtuEAm

2018 First Quarter Review

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15 May 2018 By Admin_virtuEAm

These TIPS Help Protect Your Portfolio

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12 Jun 2018 By Admin_virtuEAm

Tune in to SiriusXM: Your Money with Kent Smetters

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11 Jul 2018 By Admin_virtuEAm

2018 First Half Review and Outlook

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8 Oct 2018 By Admin_virtuEAm

2018 Third Quarter Review and Outlook

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12 Nov 2018 By Admin_virtuEAm

Best Productivity and Time Management Books (in 2018)

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12 Nov 2018 By Admin_virtuEAm

3 Effective Ways to Reframe Risk for Ultra-Conservative Clients

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11 Jan 2019 By Admin_virtuEAm

2018 Investment Review and 2019 Outlook

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12 Apr 2019 By Admin_virtuEAm

2019 First Quarter Review and Outlook

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11 Jul 2019 By Admin_virtuEAm

2019 First Half Review and Outlook

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8 Oct 2019 By Admin_virtuEAm

2019 Third Quarter Review and Outlook

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8 Jan 2020 By Admin_virtuEAm

2019 Review and 2020 Outlook

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17 Jan 2020 By Admin_virtuEAm

Plenty to celebrate for Barrington-area chamber at annual dinner

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12 Mar 2020 By Admin_virtuEAm

Market Update

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2 Apr 2020 By Admin_virtuEAm

2020 First Quarter Review and Outlook

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12 May 2020 By Admin_virtuEAm

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

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4 Jun 2020 By Admin_virtuEAm

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

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7 Jul 2020 By Admin_virtuEAm

2020 First Half Review and Outlook

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13 Aug 2020 By Admin_virtuEAm

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

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2 Oct 2020 By Admin_virtuEAm

2020 Third Quarter Review and Outlook

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3 Nov 2020 By Admin_virtuEAm

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

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5 Nov 2020 By Admin_virtuEAm

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

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14 Jan 2021 By Admin_virtuEAm

2020 Review and 2021 Outlook

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28 Jan 2021 By Admin_virtuEAm

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

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10 Feb 2021 By Admin_virtuEAm

We Are Excited To Announce Our New Office!

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9 Apr 2021 By Admin_virtuEAm

2021 First Quarter Review and Outlook

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9 Jul 2021 By Admin_virtuEAm

2021 First Half Quarter Review and Outlook

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1 Oct 2021 By Admin_virtuEAm

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

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8 Oct 2021 By Admin_virtuEAm

2021 Third Quarter Review and Outlook

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18 Nov 2021 By Admin_virtuEAm

5 Reasons You Should Have a Financial Consultant

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10 Jan 2022 By Admin_virtuEAm

2021 Review and 2022 Outlook

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19 Jan 2022 By Admin_virtuEAm

Barrington Area Chamber Announces 2022 Leadership

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11 Feb 2022 By Admin_virtuEAm

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

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24 Feb 2022 By Admin_virtuEAm

Volatility is the Price of Admission

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8 Apr 2022 By Admin_virtuEAm

2022 First Quarter Review and Outlook

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18 Apr 2022 By Admin_virtuEAm

4 Money Mindset Hacks to Grow Rich

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18 Apr 2022 By Admin_virtuEAm

Financial Planning Tips for Young Adults

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21 Apr 2022 By Admin_virtuEAm

3 Common Mistakes of Affluent Investors

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23 Apr 2022 By Admin_virtuEAm

All You Need to Know About Private Wealth Management

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25 Apr 2022 By Admin_virtuEAm

How Hiring A Financial Planner Will Benefit Your Business

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27 Apr 2022 By Admin_virtuEAm

The Difference Between Fee Only and Fee Based Financial Planners

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29 Apr 2022 By Admin_virtuEAm

How Hiring A Financial Planner Will Benefit Your Business

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12 May 2022 By Admin_virtuEAm

May Market Update

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8 Jul 2022 By Admin_virtuEAm

2022 First Half Review and Outlook

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7 Oct 2022 By Admin_virtuEAm

2022 Third Quarter Review and Outlook

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11 Jan 2023 By Admin_virtuEAm

2022 Review and 2023 Outlook

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7 Apr 2023 By Admin_virtuEAm

2023 First Quarter Review and 2023 Outlook

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30 May 2023 By Admin_virtuEAm

Ribbon cutting ceremony signals the end of Field of Dreams construction

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14 Jun 2023 By Admin_virtuEAm

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

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14 Jul 2023 By Admin_virtuEAm

2023 First Half Review and Outlook

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29 Aug 2023 By Admin_virtuEAm

Introduction to 529 Plans

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

2023 Third Quarter Review and Outlook

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12 Jan 2024 By Admin_virtuEAm

2023 Review and 2024 Outlook

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15 Feb 2024 By Admin_virtuEAm

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

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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

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10 Apr 2024 By Admin_virtuEAm

2024 First Quarter Review and Outlook

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151028 ADV HowFinancialPlanner
24 Apr 2024 By Admin_virtuEAm

Understanding Capital Gains and How to Minimize the Tax Bite

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30 May 2024 By Admin_virtuEAm

Meet Our Summer Intern: Nathan Lodes

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151028 ADV HowFinancialPlanner
11 Jun 2024 By Admin_virtuEAm

The Advantages of Working with a Fee-Only Financial Advisor

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20 Jun 2024 By Admin_virtuEAm

Meet Our Summer Intern: Alexandrea Lee

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investors reviewing charts
26 Jun 2024 By Admin_virtuEAm

Exploring Alternative Asset Classes for Wealth Management Portfolio Diversification

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26 Jun 2024 By Admin_virtuEAm

Hedging Low-Cost Basis Stock Using Options

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18 Jul 2024 By Admin_virtuEAm

2024 First Half Review and Outlook

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fin
2 Aug 2024 By Admin_virtuEAm

Asset Location Strategies to Optimize After-Tax Returns

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28 Aug 2024 By Admin_virtuEAm

How to Leverage Election Year Market Trends for Your Investment Portfolio

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28 Aug 2024 By Admin_virtuEAm

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

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11 Oct 2024 By Admin_virtuEAm

2024 Third Quarter Review and Outlook

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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

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Akansha Burad
3 Apr 2025 By Admin_virtuEAm

Meet Our Spring Intern: Akansha Burad

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7 Apr 2025 By Admin_virtuEAm

2025 First Quarter Review and Outlook

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MargareteByrd
5 Jun 2025 By Admin_virtuEAm

Meet Our Summer Intern: Margarete Byrd

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11 Jul 2025 By Admin_virtuEAm

2025 Second Quarter Review and Outlook

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fiduciary financial advisor
12 Jul 2025 By Admin_virtuEAm

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

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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

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certified financial planner near me
19 Jul 2025 By Admin_virtuEAm

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

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investment management advisor
23 Jul 2025 By Admin_virtuEAm

Managing Investments Through Inflation Cycles: What History Teaches Us

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Portfolio
1 Aug 2025 By Admin_virtuEAm

How to Know If Your Portfolio Is Actually Working for You

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investment management advisor
5 Aug 2025 By Admin_virtuEAm

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

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financial advisor
9 Aug 2025 By Admin_virtuEAm

How Tax-Aware Investing Supports Long-Term Wealth Growth

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independent wealth management firms
12 Aug 2025 By Admin_virtuEAm

Questions to Ask Before You Choose a Wealth Management Partner

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

What People Who Build Long-Term Wealth Do Differently

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fiduciary financial advisor
4 Sep 2025 By Admin_virtuEAm

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

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investment management advisor
8 Sep 2025 By Admin_virtuEAm

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

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Personal Asset Management
13 Sep 2025 By Admin_virtuEAm

What to Ask Before Putting Your Money to Work Locally

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