Author Archive | Mark Shelby

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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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