Vertex Wealth Discusses Benefits of Eco-Friendly Investing

When building a portfolio for your investments, do you consider what the companies you invest in stand for? At Vertex Wealth, ecological factors are taken into account when helping clients make sound investments that are also socially and ecologically conscious. Kirk G. Kaprelian, CFP, ChFC, private wealth adviser, explains how to create the ideal portfolio to accomplish these goals.

Remaining Financially Responsible This Season

With Thanksgiving and Black Friday right around the corner, it is important to remain aware of our financial budgets. Even with temptations around every turn, this season, take the challenge to give back to the community around you instead of simply spending your money.

Q&A with Jeff Miksta

Start by setting a monthly budget. Families should take the time to understand their overall finances in order to get ahead. If you don’t know what you’re spending, then it is impossible to save. For a home purchase, it’s important to look at your monthly budget and determine what you can afford based on your current income. In other words,…