The Middle East Conflict: How Wars Impact Investors
The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Israeli strikes on Iranian nuclear facilities and military targets began on June 13 and quickly led to retaliatory attacks. Then, on June 21, the U.S. launched strikes on Iran’s nuclear facilities. The situation is still evolving and can change […]
Why Did Our Partners Join Vertex?
Every Advisor has their own experiences and circumstances which led them to Vertex. Our current Partners are no different. Here are their stories about why they joined Vertex.
Monthly Market Update – May 2025: A Positive Month Despite U.S. Debt Downgrade
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals, and ongoing concerns about U.S. fiscal health. While many reports continued to show that the economy is strong, consumers remained pessimistic about the future. Treasury yields fluctuated throughout […]
Chart Book-May 2025
What Bond Volatility and the Battle Over Fed Policy Mean for Investors
Recent weeks have seen heightened uncertainty ripple through both the stock and bond markets, with the latter experiencing especially sharp swings. These fluctuations have been fueled by the imposition of tariffs and a highly publicized conflict between the White House and the Federal Reserve over interest rate policy. As a result, both interest rates and […]
How to manage around market volatility
We have received many questions from clients regarding managing investment portfolios during market volatility. This is an especially timely topic given the market’s recent performance, with the S&P 500 down 13% so far this year. Understanding how to navigate market turbulence is crucial for long-term financial success, as volatility is an inevitable part of investing. […]
What Does the 90-day Tariff Pause Mean for Markets?
On April 9, the White House announced a 90-day pause on reciprocal tariffs for countries that have not retaliated with higher tariffs on U.S. goods. Tariffs will continue at a 10% rate for these countries. There are a few key points to highlight: In times like these, headlines can change quickly. In just a week, […]
What Do You Want Your Financial Services Firm to Look Like?
You don’t have to know anything about building a house to know the most important part of building it is the planning. Architects and their team need to start with a general idea of what the house is going to look like, then they get down to specifics: Once they’ve determined all the details, it’s […]
What to Do When the Death or Disability of a Team Member Threatens Your Business
You and your team rely on each other to keep the business going. If something happens to them, it impacts your ability to keep the business going. And if something happens to you as the business owner, it could bring the whole operation to a grinding halt. No one wants to think about these awful […]
What Happens to My Employees If I Sell My Financial Services Firm?
Hearing that the business is getting sold is a harrowing time for employees. They worry that their new boss already has someone doing what they do, and they’ll get fired when it becomes clear there’s no need for them. You’ve worked side-by-side with your employees for years. You recognize that they’re responsible for getting your […]
