Retirement Mistakes

The 9 Biggest Retirement Planning Mistakes

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or […]

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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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