facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Vertex Insights

WANT TO Know Our Point of View?


Never Miss A POST


Joe’s Coffee: A Diversification Story Thumbnail

Joe’s Coffee: A Diversification Story

There’s a famous ice cream shop down by the beach…one that’s been there for over 20 years. One day, as I rolled in with my 2 children, I ran into the owner– an unassuming, portly gentleman named Joe. I’ve seen Joe numerous times over the years, and while we have always been cordial, we’ve never had any in-depth conversation. But, today, was a little different.

Read More

Risk: A Major Disconnect for some Investors (Pt. 1)

One of the most common words used in the investment world is risk. Of course, seasoned financial professionals will often qualify the term with a descriptor so that we get things like: market risk, interest rate risk, company risk, reinvestment risk, etc. In fact, the number of ways that risk can be broken down into specifics is somewhat overwhelming, especially if you’re a novice in the investment world.

Read More