Financial Planners Helping Financial Planners
Being a CEO is often called “the loneliest job in the world” because, when you’re at the top, you don’t have mentors to guide you or peers to commiserate with. While you might not think of yourself as a king (or queen) there are parallels to be drawn between leading a country and leading a […]
What the “One Big Beautiful Bill” Means for Investors
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act permanent, raising state and local tax exemptions, extending the estate tax limits, and much more. […]
5 Key Investor Insights for the Second Half of 2025
On the surface, the first half of 2025 has been challenging for investors. From a trade war and market correction to an escalating Middle East conflict and concerns over the growing national debt, investors may feel as if financial markets are stumbling from one problem to the next. Daily news headlines often present an endless […]
Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House’s tariff announcements in April to escalating tensions between Israel and Iran in June, investors faced many challenges. Yet, the stock market went on to stage one of the fastest rebounds in history and […]
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 […]
