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

OUR BLOG: Vertex Insights

Endurance: An Investor's Greatest Virtue Thumbnail

Endurance: An Investor's Greatest Virtue

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.

Read More
The Price We Pay Thumbnail

The Price We Pay

When we sit down with clients, we work hard to learn all we can about their goals and priorities. As much as we can allow, we want the financial planning process to be a collaborative effort. As part of that planning process—a part that never leaves—we must continuously assess our plan’s progress toward our goals. This includes an understanding of how prepared we are for what we call Black Swan events.

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