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Clients can Text Messaging (SMS) us directly.   Text messages are an easy and efficient way to communicate with clients, CPAs, attorneys, other professionals, and prospective clients.   You can send text messages directly to VIM from your cell phones. These text messages are delivered directly to our office...

Vital Investment Management Wealth Manager and CEO Dave Eads is the cover model for the October 2019 Financial Planning magazine.   You can see the cover and magazine ediutions on Financial Planning magazine's website.   The corresponding article regarding Buy/Sell Agreements & Sucession Planning featuring Dave's interview can also...

The Wall Street Journal Editorial Board wrote an opinion on the changes that Congress has proposed making to IRAs. Read more about the issue via the link below. Forcing some heirs to empty accounts in 10 years will raise revenue, but it’s a bad precedent. https://www.wsj.com/articles/iras-in-political-sights-11563318661?shareToken=st6a784b55f21543ef91068a983dcfbd46...