Wealth Management & Financial Advising Blog
Our wealth management & financial advising blog is a go-to resource for people of all ages looking to achieve financial health and wealth. Explore our articles for easy to understand information about retirement planning, investment tips and tricks, and more.
Saving and Investing: A Guide from Virtual Dan
As a registered investment advisor and fiduciary to my clients, I cannot stress enough the importance of budgeting and spending when it comes to achieving financial success.
Budgeting & Spending: The Key to Financial Success
As a registered investment advisor and fiduciary to my clients, I cannot stress enough the importance of budgeting and spending when it comes to achieving financial success.
Personal Finance 101
Personal finance is an important aspect of our lives that can often be overwhelming and confusing. From budgeting and [...]
The Cryptographic Wallet: Explained By Virtual Dan
It’s 2022 and everyone is talking about NFT’s, cryptocurrencies and the metaverse. I’m sure all the buzz has at [...]
Ethereum 101: Everything You Need To Know!
I’d like to formally introduce non-crypto people to what I believe will quickly become a very important part in all of our lives. It’s called the Ethereum Network or Ethereum Blockchain.
The Incentive App
Based on just two data points—your age and income— The Incentive App provides you with personalized targets across five key areas of your financial health.
The Fintech Revolution – When Two Worlds Collide (Part 1)
Robo Advising Welcome to 2021! The Fintech Revolution is upon us! What does the term Fintech actually mean? Well, [...]
5 Common Misconceptions About Personal Finances
1. "If I were to invest my money in the stock market, I might lose all of my money [...]
Reshuffling of the Deck: The Dow Jones Industrial Average
Hi everyone, it’s Virtual Dan! You may have heard the news that the Dow Jones Industrial Average is going [...]