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Understanding risk tolerance: what it means for your investment strategy
At Vertis Wealth, we believe that crafting your financial legacy starts with a deep understanding of your vision…
How to reduce your tax liability before the end of the year
Key Strategies to Reduce Your Tax Liability in 2025 Tax planning isn’t just a year-end consideration—it’s an ongoing…
Investing in a Bear Market: Why Calm, Strategy, and Expert Guidance Matter
Market downturns are inevitable — but panic doesn’t have to be. At Vertis Wealth, we guide clients through…
How to Manage Debt & Build Wealth at the Same Time
Managing debt doesn’t mean you have to pause your wealth-building goals. Discover practical tips to balance loan repayment…
How to Spot and Avoid Financial Scams & Fraud
Financial scams are on the rise, often disguised as high-return, no-risk opportunities. In this blog, Vertis Wealth shares…
Breaking Down Investment Jargon: What Do These Terms Really Mean?
Investment jargon can be overwhelming, but understanding key terms is essential to making confident financial decisions. At Vertis…
The Future of Financial Advising
Technology is changing the way we do almost everything—including how we manage our money. Over the past decade,…
Smart Financial Planning for New Parents: Start Strong with Vertis Wealth
Welcoming a new baby brings joy—and new financial responsibilities. From budgeting for baby essentials to starting a college…
How to Spot and Avoid Financial Scams & Fraud
Financial scams are on the rise, often disguised as high-return, no-risk opportunities. In this blog, Vertis Wealth shares…
Essential Tax Strategies for Small Business Owners
Discover how smart tax planning can save your business money and fuel long-term growth. This article covers key…