Insights

Stay informed and empowered with our latest financial insights

The Benefits of 401(k) Rollover After Changing Jobs
Dec 18, 2025
Market Volatility in Retirement: How to Protect Your Income When the Market Drops
Nov 26, 2025
5 Retirement Tax Traps That Catch High-Earning Couples Off Guard
Nov 14, 2025
Avoid These 5 Investment Mistakes Pre-Retirement
Oct 20, 2025
Fixed Index Annuities vs Variable Annuities: Understanding the Difference
Sep 5, 2025
The 5 Retirement Planning Mistakes Smart Couples Still Make (And How to Avoid Them)
Aug 4, 2025
The Real Policy Mistake Investors Should Avoid in a Bear Market
Apr 11, 2025
Lower Taxes in Retirement With a ROTH Conversion
Aug 12, 2025

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P: (704) 556-1388
F: (919) 869-2460

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

© 2025 Vertex Capital Advisors, All rights reserved

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VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

About

Process

Services

Insights

P: (704) 556-1388
F: (919) 869-2460

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

© 2025 Vertex Capital Advisors, All rights reserved

Designed by Slices.Design

Disclosures

Access ADV & Form CRS

Privacy Policy

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

About

Process

Services

Insights

P: (704) 556-1388
F: (919) 869-2460

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

© 2025 Vertex Capital Advisors, All rights reserved

Designed by Slices.Design

Disclosures

Access ADV & Form CRS

Privacy Policy

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.