May 3, 2022

Elon Musk steps in to buy Twitter.

Negative GDP print for Q1 2022.

Student loan debt forgiveness and borrowing trends.

Annuities should be part of Retirement...but maybe not why you think?

Mar 31, 2022

In this episode with sit down with Jon Lohr to discuss several topics that are top of mind for investors today. Jon has a diverse background in corporate finance and investment management, and we enjoy bringing him on the show to hear his perspective on technical topics like interest rates, inflation, and the...

Mar 9, 2022

In this episode we are joined by Steve Osterink, Jr. to discuss some recent updates and current trends within the stock market. 

For a full description, you can visit the show's webpage at: 

https://vertexcapitaladvisors.com/our-podcast/state-of-the-markets-with-steve-osterink-jr

Feb 22, 2022

In this episode we touch discuss a handful of recent topics: 

-Walmart earnings and the growing trend of delivery / convenience services in retail and food industries

-The Fed's latest minutes

-Will SC see a state income tax deduction? 

-The recent market volatility and how investors can think about the road...

Feb 7, 2022

In this episode, we discuss the current market and economic climate after January 2022.