Vita Insights
Whether you’re building wealth, planning for retirement, or exploring investment opportunities, our expert insights will guide you through every step of your financial journey. Visit often to stay informed with educational articles and updates.
Living Intentionally Through Travel: How Exploring the World Has Transformed Our Family and Perspective
International travel has been one of the most transformative aspects of my life, shaping not only how I approach my personal relationships but also...
December 2024 Market Commentary
As we enter 2025, the Vita Investment Committee remains committed to guiding clients through an evolving economic landscape marked by moderating...
Teaching your Kids About Money and Investing
Teaching Your Kids About Money and Investing Join us for Financial Planning 101, a dynamic workshop tailored for parents, high school kids, and...
A Year of Financial Growth: 12 Financial Habits to Transform Your 2025
Embarking on a year-long financial improvement campaign can be a game-changer for your finances. By focusing on one new habit each month, you, your...
Start 2025 Strong – 5 Financial Tips for Recovering from the Holidays
The holiday season is full of joy, connection, and, let’s be honest, expenses. Whether it’s gift-giving, travel, or celebrations, the holidays can...
Leading Remotely: Lessons from Transitioning to a Virtual World
Before COVID-19, leadership in business often meant showing up in person, shaking hands, and spending valuable face time with people. For me, it was...
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...
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...
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...
