News & Resources

Recent Articles

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

Vertex Planning Partners
September 15, 2025

Fed Rate Cuts: What Is the Bond Market Signaling to Investors?

Vertex Planning Partners
September 10, 2025

Is Your Team Supporting You? Or Are You Supporting Your Team?

Vertex Planning Partners
August 21, 2025

How Investors Can Keep Up With Inflation

Vertex Planning Partners
August 20, 2025

The Magnificent 7, AI, and Concentration Risk

Vertex Planning Partners
August 18, 2025

Monthly Market Update for July: Market All-Time Highs Amid a Noisy Period

Vertex Planning Partners
August 8, 2025

What Corporate Earnings Reveal About Tariffs

Vertex Planning Partners
August 4, 2025

The Fed and Politics: What Investors Should Know

Vertex Planning Partners
July 24, 2025

Is Your Team Supporting You? Or Are You Supporting Your Team?

Vertex Planning Partners
July 24, 2025

What the “One Big Beautiful Bill” Means for Investors

Vertex Planning Partners
July 22, 2025

5 Key Investor Insights for the Second Half of 2025

Vertex Planning Partners
July 15, 2025

Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs

Vertex Planning Partners
July 8, 2025

New Market All-Time Highs: How Investors Can Stay Balanced

Vertex Planning Partners
July 7, 2025

The Middle East Conflict: How Wars Impact Investors

Vertex Planning Partners
June 23, 2025

Why Did Our Partners Join Vertex?

Vertex Planning Partners
June 18, 2025

Monthly Market Update – May 2025: A Positive Month Despite U.S. Debt Downgrade

Vertex Planning Partners
June 9, 2025

Chart Book-May 2025

Vertex Planning Partners
June 6, 2025

What Are the Limits of Technology in Financial Services?

Vertex Planning Partners
May 16, 2025

What Bond Volatility and the Battle Over Fed Policy Mean for Investors

Vertex Planning Partners
April 22, 2025

Tips for Attracting and Retaining Top Talent for Your Financial Services Firm

Vertex Planning Partners
April 18, 2025

How to manage around market volatility

Vertex Planning Partners
April 17, 2025

What Does the 90-day Tariff Pause Mean for Markets?

Vertex Planning Partners
April 14, 2025

What Do You Want Your Financial Services Firm to Look Like?

Vertex Planning Partners
February 19, 2025

What to Do When the Death or Disability of a Team Member Threatens Your Business

Vertex Planning Partners
February 5, 2025

What Happens to My Employees If I Sell My Financial Services Firm?

Vertex Planning Partners
January 24, 2025

What Happens to My Clients If I Sell My Financial Services Firm?

Vertex Planning Partners
January 13, 2025

You’ve Decided to Sell Your Financial Services Firm! Now What?

Vertex Planning Partners
January 3, 2025

The Pros and Cons of Working for a Large Financial Services Firm

Vertex Planning Partners
August 26, 2024

Pros and Cons of Owning Your Own Financial Services Firm

Vertex Planning Partners
July 26, 2024

How to Use Technology to Build Better Relationships with Your Clients

Vertex Planning Partners
June 26, 2024

How to Tell if You’re Ready to Own Your Own Financial Services Firm

Vertex Planning Partners
May 26, 2024

How to Create a Succession Plan for Your Financial Services Firm

Vertex Planning Partners
April 26, 2024