OUR BLOG: Vertex Insights

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

At the time of this draft, global markets have experienced a significant downturn, and it is possible that we haven’t seen the end of this extreme volatility. I’ll admit that times like these can give you heartburn, especially if you stay glued to the television and your investment portals. However, I cannot stress enough that what we are experiencing at the moment is a normal part of investing.

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.