The Goal Isn't More Money,
The Goal Is Living
Life On Your Terms

Articles

Harvard Business review- The Crisis in retirement income planning

The legal reserve system- The safety backstops of insurance companies explained

Wharton Business School- Facts and functions of indexed annuities

Forbes article- Explaining the safety mechanisms of various investments

Morningstar Study- Withdrawal rate study of traditional portfolios

Wall Street Journal report- Say goodbye to 4% rule

NY Times Article- 4% rule doesn’t exist

Wharton Business School- Indexed annuities results

Does Buying an Annuity Make You Happier?

Mututal Funds: The Good Bad and Ugly

Helping to Protect Clients Into the Future

The Top Misconceptions About Active Management

Bond Risks Explained

Tactical Investing Yields Success

Roth Conversion Tax Code

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Investment advisory services offered through Virtue Capitol Management, a SEC-Registered Investment Advisor.  Virtue Capitol Management does not provide legal or tax advice.  Investment Advisor Representatives of Virtue Capitol Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.    Insurance and annuity products are sold separately through Synergy Wealth Management.  Securities transactions for Virtue Capitol Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Com