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
[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.4.6″ custom_padding=”0px||50px||false|false” global_module=”538″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_post_title _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_post_title][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.17.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] A 529 plan is a tax-advantaged savings plan designed to help individuals and families save for education expenses. These plans are [...]
Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships
[et_pb_section fb_built=”1″ _builder_version=”4.17.4″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”0px||0px|||” custom_css_main_element=”display: flex;||align-items: center;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”display: block;” custom_css_main_element_phone=”display: block;”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_post_title author=”off” comments=”off” featured_image=”off” _builder_version=”4.16″ title_text_color=”rgba(26,37,51,0.8)” meta_text_color=”rgba(26,37,51,0.8)” global_colors_info=”{}”][/et_pb_post_title][et_pb_text _builder_version=”4.17.4″ global_colors_info=”{}”] Lorie Shah brings her expertise with institutional and retail investing to Virtue Asset Management as Director of Client Relationships. She has [...]
Ribbon cutting ceremony signals the end of Field of Dreams construction
[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_padding=”0px||0px|||” custom_css_main_element=”display: flex;||align-items: center;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|desktop” custom_css_main_element_tablet=”display: block;” custom_css_main_element_phone=”display: block;”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_post_title author=”off” comments=”off” featured_image=”off” _builder_version=”4.16″ title_text_color=”rgba(26,37,51,0.8)” meta_text_color=”rgba(26,37,51,0.8)” global_colors_info=”{}”][/et_pb_post_title][et_pb_text _builder_version=”4.17.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] “What a special ribbon-cutting ceremony this week, as community members came together to celebrate the end of Build 220 [...]
2022 Review and 2023 Outlook
[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.4.6″ custom_padding=”0px||50px||false|false” global_module=”538″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_post_title _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_post_title][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.17.4″ global_colors_info=”{}”] The S&P 500 Index did rally in the fourth quarter gaining 7.56% but still finished the year down 18.11%. The last year with [...]