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Presidents, Politics and Your Portfolio

It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. In “Why Our Social Feeds are Full of Politics,” Canadian digital marketing executive Tara Hunt observes, “American politics, it seems, makes for high-intensity emotions far and wide.” The intensity will probably only increase as the November 8 […]

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Financial Risk

Our Mixed Up, Messed Up Relationship with Investment Risk

“What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over) Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a potential June “Brexit” from the European Union, or uncertainty surrounding this year’s US presidential election, there is plenty of risk to go around as we swing into […]

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Introducing (Sort of) Vertical Wealth Management

In 2010, Mark Shelby founded Vertical Investments, LLC to provide straightforward service and plainspoken advice to individuals and families throughout the Hampton Roads area. We wanted to elevate the level of financial services available in our region – hence the “Vertical” part. The “Investments” part shifted the conversation from a typical, transaction-based exchange to a […]

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Benefits of Financial Planning

Financial Advice: What’s It Worth To You?

In our last post, “Are You Overdo for a Financial Review?” we explored how an advisor like Vertical Investments can help you assess where you’re at today and position you and your financial arrangements for where you would like to be tomorrow. Once this sort of initial preparation is complete and you’re headed in the […]

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Where to Go When Bond Yields Are Low

Whether you’re retiring from a military career, a civilian post, or a culmination of both, creating a reliable retirement plan for you and your family can be challenging in any market climate. It can be especially tricky in today’s low-interest-rate environment. When bond yields are low, the traditional technique of investing your capital and living […]

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Whose Financial Advice Are You Heeding?

Today, I’d like to address an important subject … but first, I have a confession to make. Recently, I had a conversation that made me realize I had been subconsciously assuming that everyone “just knew” how to differentiate a financial advisor from a financial trader, and why that would even matter. I won’t go into […]

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Financial Advice: What’s It Worth To You?

In our last post, “Are You Overdo for a Financial Review?” we explored how an advisor like Vertical Investments can help you assess where you’re at today and position you and your financial arrangements for where you would like to be tomorrow. Once this sort of initial preparation is complete and you’re headed in the […]

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Financial Review

Are You Overdue for a Financial Review?

In our last post, “Go With the Flow Investing,” we introduced three steps to sensible investing: Planning Education Application A critical part of that first part – planning – includes not only determining where you want to go, but making a solid assessment of where you stand today. After all, if you don’t know the […]

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whitewater rafting

Go With the Flow Investing

If this is your first visit to my website and blog, welcome! If you’re an old friend, well, you’ll likely notice things look a little different (hopefully better) than they used to, after my recent upgrade to a more contemporary platform. Anyone who knows much about me knows that I am not afraid to speak […]

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