Vertex Wealth Advisors

06/05/2025

Do you have a child attending college in 2025? If so, don’t miss the June 30 deadline to apply for aid. All families should consider applying - regardless of income. Read more about the FAFSA and how it works in this article on our website.

Plus, what to consider before your student applies for financial aid.

06/04/2025

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

06/03/2025

AI technology has been around for a decade, but it’s now coming to the forefront of many companies.

The investment opportunity in artificial intelligence (AI) may appear to be carried by a small group of mega-cap stocks. Yet there is activity bubbling below the popular radar.

05/30/2025

“Consumers, businesses, and governments are continuing to grapple with an operating environment that is very challenging to navigate and where rules, processes, and previously well-established structures are in a state of constant flux.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

05/18/2025

“The bulls likely find comfort knowing profit expectations for this year remain healthy, given the uncertain backdrop. Bears, on the other hand, likely see downside risks in this assessment. The truth may lie somewhere in the middle, which could produce periods of further volatility depending on how macro conditions evolve.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

05/17/2025

Tariff wars and U.S. trade policy have dominated headlines. Let’s discuss how a balanced perspective can help navigate risks and uncover investment opportunities.

05/16/2025

Heading into 2025, investors expected pro-growth policies —but a focus on tariffs and immigration policies have turned formerly optimistic markets cautious. Could a more nuanced approach and a focus on diversification provide some version of stability in a volatile market?

05/15/2025

Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.

05/13/2025

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

05/11/2025

Sending love and appreciation to all mothers today.

05/07/2025

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you? Let’s review the tax implications before you decide.

For certain investors, a market decline can be a good opportunity to explore the benefits of a Roth conversion.