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.
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...
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...
Leading with Intention and Embracing Ownership: Navigating Success and Failure
Leadership comes with a unique blend of responsibility and privilege. At its core, it’s about guiding people toward a common goal, managing...
October 2024 Market Commentary
Vita Collective's Investment Committee has identified key global economic uncertainties, including China’s large-scale stimulus, tensions in the...
Navigating Open Enrollment
An Important Component of Your Financial Planning Process Open Enrollment is a crucial time to review and adjust your benefits as part of your...
