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.
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...
The Power of Vulnerability in Leadership
In today’s fast-paced and complex business landscape, leadership is often associated with qualities like confidence, resilience, and decisiveness....
Top 5 Questions We’re Asked in Introductions
When you're gearing up to meet a potential financial advisor, knowing which questions to ask is important. Not every advisor out there will address...
What is Fee-Based Financial Planning?
Navigating the world of financial planning services can feel like a maze these days. It's important to get a handle on the different ways planners...
Protect Your Legacy
Understanding the role of life insurance in your financial plan. Many of us have carefully structured plans to secure our financial future—whether...
Are Your Assets in Sync?
Make your money work in harmony to improve overall financial results. Most of us have a variety of assets, including stocks, investment funds,...
