New Market All-Time Highs: How Investors Can Stay Balanced
President Dwight Eisenhower is often quoted as saying “what is important is seldom urgent and what is urgent is seldom important.” This perfectly captures the challenges many investors face, since it often feels as if every breaking market and economic development is urgent and requires immediate action. That has certainly been the case this year […]
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 Are the Limits of Technology in Financial Services?
Technology is a wonderful thing that provides us with opportunities to do much more in much less time than we would have ever thought possible. But, at the end of the day, the financial services industry is about people helping people, and there’s only so much technology can do without the human touch. We briefly […]
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 […]
Tips for Attracting and Retaining Top Talent for Your Financial Services Firm
If you think about your favorite TV show and what makes it your favorite, your favorite character will probably be the first thing that comes to mind. But whether your favorite character is the star of the show or a someone who only appears briefly to deliver that perfect line at just the right moment, […]
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, […]
