News & Resources

Recent Articles

The Bull Market Cycle: Investment Lessons and the Wall of Worry

Vertex Planning Partners
April 28, 2026

Housing Market Update: Impact on the Economy and Financial Plans

Vertex Planning Partners
April 22, 2026

A Balanced View of Inflation and Earnings as the War in Iran Evolves

Vertex Planning Partners
April 14, 2026

Quarterly Market Outlook for Q2 2026: Geopolitics, Oil, and Market Pullbacks

Vertex Planning Partners
April 13, 2026

4 Signs Your Employee Is Ready to Become A Manager

Vertex Planning Partners
April 10, 2026

Global Portfolio Perspectives on the Dollar, Gold, and International Stocks

Vertex Planning Partners
April 10, 2026

First Quarter 2026 Market Summary

Vertex Planning Partners
April 6, 2026

How Rising Gasoline Prices Affect Consumers and Investors

Vertex Planning Partners
April 1, 2026

Market Pullbacks and Achieving Portfolio Balance

Vertex Planning Partners
March 30, 2026

Stock Market Sectors: How Oil and AI Affect Portfolios

Vertex Planning Partners
March 26, 2026

Are You Building Trust with Your Clients?

Vertex Planning Partners
March 11, 2026

Special Update: How $100 Oil and the Middle East Conflict Affect Investors

Vertex Planning Partners
March 10, 2026

Special Update: Iran and Long-Term Investing

Vertex Planning Partners
March 3, 2026

Supreme Court Tariff Ruling: Key Takeaways for Investors

Vertex Planning Partners
February 25, 2026

Jobs, Inflation, and Growth: Is the Economy Healthy?

Vertex Planning Partners
February 23, 2026

How Equity Compensation Fits into Your Financial Plan

Vertex Planning Partners
February 19, 2026

Can Owning Your Own Financial Services Firm Make You More Ethical?

Vertex Planning Partners
February 17, 2026

Is AI Eating the World? A Portfolio Perspective

Vertex Planning Partners
February 11, 2026

Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals

Vertex Planning Partners
February 4, 2026

The Importance of Earnings for Long-Term Portfolios

Vertex Planning Partners
February 2, 2026

Gold and Silver: Current Portfolio Perspectives

Vertex Planning Partners
January 29, 2026

Special Update: Venezuela, Oil, and the Impact on Portfolios

Vertex Planning Partners
January 27, 2026

2025 Year in Review: A Historic Market Year for Investors

Vertex Planning Partners
January 23, 2026

How to Find Up-and-Coming Talent for Your Financial Services Firm

Vertex Planning Partners
January 21, 2026

The Future of the Fed: New Leadership and Rate Cuts

Vertex Planning Partners
December 19, 2025

Is It Time to Sell My Financial Services Firm?

Vertex Planning Partners
December 15, 2025

2026 Outlook: 7 Key Themes for Long-Term Investors

Vertex Planning Partners
December 11, 2025

Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty

Vertex Planning Partners
December 3, 2025

Why Investors Can Be Thankful This Holiday Season

Vertex Planning Partners
November 20, 2025

Innovative Growth: How Keeping Up with Changes in the Financial Industry Gives You an Edge

Vertex Planning Partners
November 19, 2025

Risk Management Amid Credit Concerns and Cockroaches

Vertex Planning Partners
November 14, 2025

Monthly Market Update for October

Vertex Planning Partners
November 11, 2025

Retirement Planning: Social Security COLA and Portfolio Considerations

Vertex Planning Partners
November 3, 2025

Perspectives on the Gold Rally and Dollar Debasement

Vertex Planning Partners
October 31, 2025

How to Choose a Mentor

Vertex Planning Partners
October 28, 2025

How to Navigate Fears of a Market Bubble

Vertex Planning Partners
October 21, 2025

Are Investors Holding Too Much Cash?

Vertex Planning Partners
October 15, 2025

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Vertex Planning Partners
October 8, 2025

How Government Shutdowns Affect Markets and the Economy

Vertex Planning Partners
October 6, 2025

Key Perspectives on Jobs and Mixed Economic Signals

Vertex Planning Partners
September 23, 2025

Are You a Financial Advisor or a Manager? 3 Signs to Watch Out For

Vertex Planning Partners
September 22, 2025

The Role of Dividends as the Fed Cuts Rates

Vertex Planning Partners
September 22, 2025

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

Financial Planners Helping Financial Planners

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