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.
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 […]
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 […]
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, […]
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 […]
