November 2024 Market Commentary

November 2024 Market Commentary

The Republican sweep across the White House and Congress marks the beginning of a new era in fiscal and trade policy, with wide-ranging implications for markets and global dynamics. From tax reform and deregulation to geopolitical tensions and shifting trade...
Understanding Capital Gains

Understanding Capital Gains

With the end of the year approaching, it’s a great time to think about your capital gains strategies to make the most of your tax situation. Capital gains are essentially the profits you make from selling things like stocks, real estate, or other investments. They...
Financial Planning Mistakes of the Rich and Famous

Financial Planning Mistakes of the Rich and Famous

We often assume that having a lot of money guarantees financial security, but history shows us that even the wealthy and famous can make bad economic choices. The financial blunders of high-profile individuals remind us that we all can learn something, regardless of...
Year-End Financial Checklist

Year-End Financial Checklist

Vita Financial Year-End Checklist As the year draws to a close, now is the perfect time to ensure your finances are on track for 2025. This is your chance to review key financial areas—from income and investments to expenses and taxes—so that you can start the...