VECTOR INSIGHTS

The Well Balanced Podcast

Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.

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Articles and Video Insights

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Well Balanced Vol 33
Well Balanced
Well Balanced Vol 33
Well Balanced

Stock quote: “What is written clearly is not worth much, it’s the ambiguity that counts.” Well Balanced Vol. 33 is a round-up of topics to help you get today right.  

Well Balanced
Medicare Updates Q4 2024
Medicare Updates Q4 2024

Medicare annual enrollment is underway through Dec. 7, and millions of individuals may find picking a plan is much harder this year than in the past.

Navigating Memory Care, Life Transitions, and Financial Planning
Navigating Memory Care, Life Transitions, and Financial Planning

In this article, we’ll explore the connection between memory care, major life transitions, and the importance of having a solid financial plan in place.

COLA Update 2024
COLA Update 2024

Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5 percent in 2025.

Quarterly Statement Letter Q3 2024
Quarterly Statement Letter Q3 2024

Timing and successfully trading the market is almost impossible. However, with time in the market, investors benefit from the market’s historically long-term growth profile: recovery and climb.

3 Timeless Investing Principles
Podcast, FYR
3 Timeless Investing Principles
Podcast, FYR

From time in the market to managing risk beyond market volatility, this discussion will help you understand a case for long-term investing. Listen to our podcast with Vector’s Charlie Gruys.

Podcast, FYR
Catch-up Contributions at age 50
Catch-up Contributions at age 50

What are Catch-Up Contributions? When U.S. taxpayers reach the age of 50, they can make contributions above the standard contribution limits into certain retirement accounts.

Market Update October 2024
Podcast, Market Perspective
Market Update October 2024
Podcast, Market Perspective

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

Podcast, Market Perspective
Navigating Divorce: Key Steps for Protecting Your Financial Future
Podcast, FYR, Divorce
Navigating Divorce: Key Steps for Protecting Your Financial Future
Podcast, FYR, Divorce

Whether you're navigating a divorce or simply want to be financially prepared, this podcast episode is packed with actionable advice. From understanding the difference between marital and separate property to safeguarding your credit and updating your financial documents.

Podcast, FYR, Divorce
What This Election Could Mean for Your Portfolio
What This Election Could Mean for Your Portfolio

There are very few consistent patterns of relative sector returns in election years. Instead of trying to time sector performance, investors should consider prioritizing diversification across multiple industries and asset classes.

Strong Market Performance & Rebalancing Opportunities
Podcast, FYR
Strong Market Performance & Rebalancing Opportunities
Podcast, FYR

Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)

Podcast, FYR
Well Balanced Vol 32
Well Balanced
Well Balanced Vol 32
Well Balanced

Stock quote: “The husky, rusty russel of the tossels of the corn, And the raspin’ of the tangled leaves, as golden as the morn.” Well Balanced Vol. 32 is a round-up of topics to help you get today right.  

Well Balanced

About this Blog

Inspired by conversations with our clients, this collection of insights and perspectives continues the discussion. In the pages of this blog, you will find topics from financial stewardship and wealth management to Vector community news and lifestyle stories focused on helping all of us get today right.