Blog | Vertical Investments

Donor-Advised Funds (DAF) Pros and Cons

Being able to give more to the causes you care about is a great financial motivator. Thankfully, this doesn’t just...

For many, making an impact is a major financial goal. There are causes they believe in, and they want to give as much...

You have worked hard and invested and saved diligently for years. However, that does not change the fact that you are...

Health Savings Accounts (HSAs) are a powerful, tax-efficient way to save and pay for medical expenses. And in a...

Retirement income planning is the most important process in securing the longevity of your golden years. Without the...

Today, I’d like to address an important subject … but first, I have a confession to make. Recently, I had a...

Picking the right retirement vehicle can feel overwhelming. Especially as a business owner, with employees counting on...

Business owners have a variety of ways to save for their own retirement, and that of their employees. One option is to...

The 401(k) is one of the most well-known retirement vehicles out there. And as an employee, it’s a fantastic way to...