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Discretionary vs. Non-Discretionary Investment Management
Discretionary vs. Non-Discretionary Investment Management

When it comes to managing your investments, one size doesn’t fit all. Some people prefer to hand over the reins to a professional, while others like to stay in control of every decision. These two approaches—discretionary and non-discretionary investment management—offer distinct ways to manage your portfolio.

Capital Gains Taxes & Selling Real Estate Property
Capital Gains Taxes & Selling Real Estate Property

What you need to know about capital gains taxes when selling your home or investment property. Let’s break down what you need to know so you can plan your next steps with confidence.

2025 Market and Economic Outlook
Podcast, Market Perspective
2025 Market and Economic Outlook
Podcast, Market Perspective

Recording of our recent live stream with Jason Ranallo and Kara Murphy. They look back on 2024 then discuss the economic and market outlook for the upcoming year. And Barbie.

Podcast, Market Perspective
A Bucket-Based Approach to Navigating Market Uncertainty
Podcast, FYR
A Bucket-Based Approach to Navigating Market Uncertainty
Podcast, FYR

As you approach retirement and begin drawing from your portfolio, the sequence of returns—the order in which market gains or losses occur—takes on much greater importance. Poor returns experienced early in retirement can significantly impact the longevity of your savings. (podcast)

Podcast, FYR
Well Balanced Vol 35
Well Balanced
Well Balanced Vol 35
Well Balanced

Stock Quote: “The quest for certainty blocks the search for meaning. Uncertainty is the very condition to impel man to unfold his powers.” Well Balanced Vol. 35 is a round-up of topics to help you get today right.

Well Balanced
Financial Planning Tips for a New Year
Podcast, FYR
Financial Planning Tips for a New Year
Podcast, FYR

Vector Advisor Chris Wagner discusses key financial planning topics for the new year, including Required Minimum Distributions (RMDs), tax-smart giving strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds. The new year marks a great reminder to review account beneficiaries and ensure your financial plan is on track. (podcast)

Podcast, FYR
Consumer Confidence, Holiday Spending, and Market Trends
Podcast, Market Perspective
Consumer Confidence, Holiday Spending, and Market Trends
Podcast, Market Perspective

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)

Podcast, Market Perspective
The Art of Business Valuation & Exit Readiness
Podcast, FYR
The Art of Business Valuation & Exit Readiness
Podcast, FYR

In this podcast, M&A attorney Matthew Hartranft shares practical strategies to prepare your business for a successful exit. From understanding your business’s true value to leveraging negotiations, discover actionable insights that maximize outcomes in today’s dynamic market.

Podcast, FYR
Well Balanced Vol 34
Well Balanced
Well Balanced Vol 34
Well Balanced

Stock quote: “Happy is the man who can make others better, not merely when he is in their company, but even when he is in their thoughts!” Well Balanced Vol. 34 is a round-up of topics to help you get today right.  

Well Balanced
Charitable Gifting and You: Exploring Foundations and Endowments
Charitable Gifting and You: Exploring Foundations and Endowments

Charitable gifting through foundations, DAFs, and endowments isn’t just about writing a check—it’s about creating something lasting.

Inside Senior Living Interview
Podcast, Well Balanced
Inside Senior Living Interview
Podcast, Well Balanced

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

Podcast, Well Balanced
Year-End Financial Moves to Make Before the Clock Strikes Midnight
Year-End Financial Moves to Make Before the Clock Strikes Midnight

Make the Most of the Year-End. The end of the year is a busy time, but it’s also an opportunity to set the stage for a financially secure future.

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.

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.

Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.

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