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Retirement Articles

Victoria Larson | Apr 21, 2025

Is a 1.5% Advisory Fee Too Much — or the Best Investment You’ll Ever Make?

Investments
Retirement
Retirement is full of decisions you can’t afford to get wrong. I recently rented a car in Chapel Hill. The base rate seemed reasonable — until I reviewed the
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Victoria Larson | Apr 16, 2025

Is “Annuity” Really a “Four-Letter Word”?

Investments
Retirement
Finance
Savings
Over the past 90 days, the stock market has delivered a wake-up call. Unexpected events—from tariff announcements to inflation spikes to weaker GDP data—have
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Katie Smith | Nov 13, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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A trail in a forest splitting into two divergent paths.
Katie Smith | Nov 13, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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brown and white abstract painting by Kendall Scott courtesy of Unsplash.
Katie Smith | Nov 13, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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A woman standing and smiling in a busy office building.
Vitality Investments | Nov 8, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Mailing Address
1990 Main St, Suite 750
Sarasota, FL 34236

2202 N. West Shore Blvd. Ste. 200
Tampa, FL 33607

50101 Governors Dr, Suite 280
Chapel Hill, NC 27517

Contact Info

E | Info@vitalityinvestments.org

P | 941-413-0331

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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Vitality Investments are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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