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.
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...
From 2024 to 2025 Key Takeaways and Future Trends
Join us for an insightful webinar where our expert panel will unpack the key 2024 trends and offer a forward-looking perspective on what’s ahead in...
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
Learn more about retirement fundamentals and what steps to take to set yourself for success. Join us for our Retirement Fundamentals Workshop—a...
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...
