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.
The Smart Giver’s Guide: Maximizing Your Charitable Impact
Smart Charitable Giving Strategies for 2025 & Beyond Charitable giving is more than generosity; it is about making a meaningful impact while...
February 2025 Market Commentary
As we progress through 2025, economic developments continue to align with the themes highlighted in our 2025 Market Commentary. Trade policies,...
Financial Freedom for Women
Recording now available! View this 1-hour workshop designed to help you gain the confidence and skills needed to manage your personal and family...
Financial Love Languages – Aligning Money Goals with Your Partner
While many people know about the Five Love Languages – Words of Affirmation, Acts of Service, Receiving Gifts, Quality Time, and Physical Touch – as...
From 2024 to 2025 Key Takeaways and Future Trends
Recording now available! Watch this insightful webinar where our expert panel will unpack the key 2024 trends and offer a forward-looking...
January 2025 Market Commentary
As we have already stepped into 2025, the global economic and financial landscape continues to evolve, driven by a combination of macroeconomic...
What is Social Investing? Exploring SRI, ESG, and Other Approaches
Social investing is more than just a financial strategy—it’s a way to align your money with your values. By incorporating social, environmental, and...
New Year, New Budget: Building a Financial Plan for Success
The start of a new year is like a blank page—a fresh opportunity to set goals, make changes, and take control of your financial future. Whether...
Retirement Fundamentals
Recording now available! Learn more about retirement fundamentals and what steps to take to set yourself for success. Join us for our Retirement...
