Is It Time to Sell My Financial Services Firm?
Determining when to sell your financial services firm is a lot like determining whether it’s time to sell your house. You need to take into account what the market is doing, what buyers are looking for, and whether you’re ready to buy. Unlike selling your house, you don’t normally replace your financial services firm with […]
Innovative Growth: How Keeping Up with Changes in the Financial Industry Gives You an Edge
There’s an ancient saying that a rolling stone gathers no moss, but that’s exactly what a lot of larger financial firms have become: old, worn-down rocks that have become fixed in place and covered in moss. They keep doing the same old things and expecting them to work, despite how much the industry has changed […]
Monthly Market Update for October
The stock market continued its strong performance in October despite uncertainty from a government shutdown and renewed trade tensions with China early in the month. Many major indices reached new all-time highs after recovering from a brief period of volatility. Bonds also contributed positively to portfolios as interest rates declined, fueled partly by the Federal […]
How to Choose a Mentor
There’s a saying, “You don’t know what you don’t know.” No one recognizes this fact more than business owners. It seems like every day we’re being asked questions we don’t know the answers to, and faced with problems we have no idea how to solve. A mentor can guide you through the ups and downs […]
Are You a Financial Advisor or a Manager? 3 Signs to Watch Out For
You started your business so you could spend more time with your clients, but as your business has grown, you have found yourself spending more and more time managing your team. It’s a common pitfall of growing your business. At a certain point, you spend more time managing your team than you do serving your […]
Is Your Team Supporting You? Or Are You Supporting Your Team?
As your business grew, you hired people to help you grow your business. Whether it was administrative tasks, bookkeeping, or even helping you with client work, you needed someone to help you check things off your ever-growing to-do list. But hiring new employees means training those employees. Checking their work to make sure the […]
The Magnificent 7, AI, and Concentration Risk
The challenge facing investors today isn’t whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market climbs to new all-time highs. While it’s tempting to focus exclusively on companies that have performed well recently, investing for long-term goals requires a thoughtful approach to both growth and risk management. Mega-cap […]
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 […]
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 […]
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.
