Insights Archive

Get Insights Delivered

Keyword Search

Recent Posts

Featured

Discretionary vs. Non-Discretionary Investment Management

Jan 21, 2025

Discretionary vs. Non-Discretionary Investment Management

Jan 21, 2025

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.

Jan 21, 2025

Capital Gains Taxes & Selling Real Estate Property

Jan 21, 2025

Capital Gains Taxes & Selling Real Estate Property

Jan 21, 2025

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.

Jan 21, 2025

2025 Market and Economic Outlook

Jan 16, 2025

Podcast, Market Perspective

2025 Market and Economic Outlook

Jan 16, 2025

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.

Jan 16, 2025

Podcast, Market Perspective

Blog Archive

2025
- Jan 21, 2025 Discretionary vs. Non-Discretionary Investment Management Jan 21, 2025
- Jan 21, 2025 Capital Gains Taxes & Selling Real Estate Property Jan 21, 2025
- Jan 16, 2025 2025 Market and Economic Outlook Jan 16, 2025
- Jan 10, 2025 A Bucket-Based Approach to Navigating Market Uncertainty Jan 10, 2025
- Jan 3, 2025 Well Balanced Vol 35 Jan 3, 2025
2024
- Dec 27, 2024 Financial Planning Tips for a New Year Dec 27, 2024
- Dec 20, 2024 Consumer Confidence, Holiday Spending, and Market Trends Dec 20, 2024
- Dec 13, 2024 The Art of Business Valuation & Exit Readiness Dec 13, 2024
- Dec 6, 2024 Well Balanced Vol 34 Dec 6, 2024
- Dec 2, 2024 Charitable Gifting and You: Exploring Foundations and Endowments Dec 2, 2024
- Nov 27, 2024 Inside Senior Living Interview Nov 27, 2024
- Nov 18, 2024 Year-End Financial Moves to Make Before the Clock Strikes Midnight Nov 18, 2024
- Nov 15, 2024 All-Time Highs, Recessions, and Long-Term Investing Nov 15, 2024
- Nov 8, 2024 Mortgages, Market Trends, and Real Estate Nov 8, 2024
- Nov 1, 2024 Well Balanced Vol 33 Nov 1, 2024
- Oct 30, 2024 Medicare Updates Q4 2024 Oct 30, 2024
- Oct 28, 2024 Navigating Memory Care, Life Transitions, and Financial Planning Oct 28, 2024
- Oct 28, 2024 COLA Update 2024 Oct 28, 2024
- Oct 28, 2024 Quarterly Statement Letter Q3 2024 Oct 28, 2024
- Oct 25, 2024 3 Timeless Investing Principles Oct 25, 2024
- Oct 22, 2024 Catch-up Contributions at age 50 Oct 22, 2024
- Oct 18, 2024 Market Update October 2024 Oct 18, 2024
- Oct 11, 2024 Navigating Divorce: Key Steps for Protecting Your Financial Future Oct 11, 2024
- Oct 7, 2024 What This Election Could Mean for Your Portfolio Oct 7, 2024
- Oct 4, 2024 Strong Market Performance & Rebalancing Opportunities Oct 4, 2024
- Sep 27, 2024 Well Balanced Vol 32 Sep 27, 2024
- Sep 20, 2024 Fed Rate Cut. What It Means for You. Sep 20, 2024
- Sep 16, 2024 Divorce and Your Finances: Essential Planning Sep 16, 2024
- Sep 9, 2024 Rebalancing your Portfolio: What You Need to Know Sep 9, 2024
- Sep 6, 2024 Divorce: Financial Planning Considerations with Sharon Calhoun Sep 6, 2024
- Aug 30, 2024 Travel and Adventure in Retirement Aug 30, 2024
- Aug 23, 2024 Own Assets that Outpace Inflation Aug 23, 2024
- Aug 19, 2024 10 Years: Three Asset Classes Aug 19, 2024
- Aug 16, 2024 Well Balanced Vol 31 Aug 16, 2024
- Aug 12, 2024 Insurance Needs for Empty Nesters and Retirees Aug 12, 2024
- Aug 8, 2024 Estate Planning Essentials: Gift and Estate Taxes Aug 8, 2024
- Aug 8, 2024 Understanding Recent Market Volatility Aug 8, 2024
- Aug 5, 2024 How to Teach your Younger Children about Money Aug 5, 2024
- Aug 2, 2024 Trusts, Beneficiaries, and Financial Planning Aug 2, 2024
- Jul 29, 2024 Setting Goals and Maintaining Discipline Jul 29, 2024
- Jul 26, 2024 Intra-Generational Wealth Transfer Jul 26, 2024
- Jul 22, 2024 Checklist for Sending Your Child to College Jul 22, 2024
- Jul 19, 2024 Market Update July 2024 Jul 19, 2024
- Jul 15, 2024 5 Financial Planning Tips for People Going Through a Divorce Jul 15, 2024
- Jul 15, 2024 How to Make a Budget Jul 15, 2024
- Jul 12, 2024 Finding Balance and Reducing Stress with Yoga Jul 12, 2024
- Jul 8, 2024 How AI is Changing Retirement Entrepreneurship Jul 8, 2024
- Jul 2, 2024 Divorce: Financial Planning Case Study Jul 2, 2024
- Jul 1, 2024 Estate Planning Tips for Blended Families Jul 1, 2024
- Jun 28, 2024 The Three Trillion Dollar Club Jun 28, 2024
- Jun 24, 2024 Helpful Tips for Caring for Your Aging Parents Jun 24, 2024
- Jun 17, 2024 Pickleball in Retirement Jun 17, 2024
- Jun 13, 2024 5 Financial Planning Topics for Recent Graduates Jun 13, 2024
- Jun 10, 2024 5 Benefits of Working in Retirement Jun 10, 2024
- Jun 7, 2024 Well Balanced Vol 30 Jun 7, 2024
- Jun 3, 2024 Women and Wealth: A Pivot Towards Retirement Jun 3, 2024
- May 29, 2024 Savings Strategies for College and Beyond with Chris Wagner May 29, 2024
- May 25, 2024 5 Financial Tips For Military Families May 25, 2024
- May 24, 2024 Master Your Next Car Purchase with Vector’s Mike Nesheim May 24, 2024
- May 16, 2024 Market Perspective with Vector’s Jason Ranallo May 16, 2024
- May 10, 2024 Well Balanced Vol. 29 May 10, 2024
- May 7, 2024 Women and Wealth: Your Comprehensive Guide to a Fulfilling Retirement May 7, 2024
- May 7, 2024 Empowering Your Financial Future Through Informed Decisions May 7, 2024
- May 7, 2024 Everything you need to know about a 1031 Exchange May 7, 2024
- May 6, 2024 Meaning and Purpose Beyond Financial Security May 6, 2024
- Apr 29, 2024 Statement Letter 2024 April Apr 29, 2024
- Apr 26, 2024 Social Engineering & Cybercrime Apr 26, 2024
- Apr 19, 2024 Market Update April 2024 Apr 19, 2024
- Apr 12, 2024 The Ten Best Days with David Moser Apr 12, 2024
- Mar 27, 2024 Well Balanced Vol. 28 Mar 27, 2024
- Mar 22, 2024 What if I don’t have enough to retire? Mar 22, 2024
- Mar 15, 2024 Understanding Annuities Mar 15, 2024
- Mar 8, 2024 Powell and Buffett: In the News Mar 8, 2024
- Feb 16, 2024 Well Balanced Vol. 27 Feb 16, 2024
- Feb 9, 2024 Choosing a Senior Living Community Feb 9, 2024
- Feb 2, 2024 When. Not If. Feb 2, 2024
- Jan 31, 2024 Inside Senior Living Docu-Series Jan 31, 2024
- Jan 29, 2024 Do you know the value of your business? Jan 29, 2024
- Jan 26, 2024 Quarterly Statement Letter 23Q4 Jan 26, 2024
- Jan 24, 2024 Market Update January 2024 Jan 24, 2024
- Jan 10, 2024 Important Birthdays Over 50 Jan 10, 2024
- Jan 5, 2024 Well Balanced Vol. 26 Jan 5, 2024
2023
- Dec 22, 2023 3 Financial Trends that have Shaped the Year Dec 22, 2023
- Dec 19, 2023 Tax brackets and retirement contribution limits for 2024 Dec 19, 2023
- Dec 15, 2023 Headlines, Perspective and Rotisserie Chicken Dec 15, 2023
- Dec 8, 2023 Jobs, Jobs, and More Jobs. Dec 8, 2023
- Dec 1, 2023 Market Perspective: Walking in a Winter Wonderland Dec 1, 2023
- Nov 28, 2023 Well Balanced Vol. 25 Nov 28, 2023
- Nov 28, 2023 Increase your impact: What to know about charitable giving Nov 28, 2023
- Nov 17, 2023 Rolling Back Prices... And Inflation? One Retailer’s Economic Forecast. Nov 17, 2023
- Nov 10, 2023 When Bonds are Earning 5+ Percent Nov 10, 2023
- Nov 7, 2023 Changing jobs? Here are four options for your existing retirement account. Nov 7, 2023
- Oct 31, 2023 Quarterly Update: Strategy, Patience, Adaptability Oct 31, 2023
- Oct 28, 2023 Well Balanced Vol. 24 Oct 28, 2023
- Oct 24, 2023 Steps to avoid or mitigate a data breach Oct 24, 2023
- Oct 20, 2023 Market Update October 2023 Oct 20, 2023
- Oct 13, 2023 COLA 2023 Oct 13, 2023
- Oct 6, 2023 U.S. Treasury Bonds, Interest & Debt Oct 6, 2023
- Sep 29, 2023 Don’t bet the House (of Congress) Sep 29, 2023
- Sep 22, 2023 Well Balanced Vol. 23 Sep 22, 2023
- Sep 15, 2023 Over Time & Most of the Time Sep 15, 2023
- Sep 8, 2023 The Second Best Time Sep 8, 2023
- Aug 25, 2023 Beginnings: School and New Money Aug 25, 2023
- Aug 17, 2023 Well Balanced Vol. 22 Aug 17, 2023
- Aug 11, 2023 Rating Agencies and Burnt Pizza Aug 11, 2023
- Aug 1, 2023 FYR: Concentrated Position Aug 1, 2023
- Jul 28, 2023 Market Perspective & Economic News Recap Jul 28, 2023
- Jul 21, 2023 Well Balanced Vol. 21 Jul 21, 2023
- Jul 14, 2023 Market Update - July 2023 Jul 14, 2023
- Jul 7, 2023 Quarterly Letter July 2023 Jul 7, 2023
- Jun 30, 2023 Jason Ranallo Named in 100 RIAs to Watch List Jun 30, 2023
- Jun 23, 2023 Summer Time Vibes Jun 23, 2023
- Jun 15, 2023 Well Balanced Vol. 20 Jun 15, 2023
- Jun 9, 2023 Exploring Market Breadth Jun 9, 2023
- Jun 2, 2023 Servicing the Debt Jun 2, 2023
- May 26, 2023 Market Perspective: NVIDIA Price Swings May 26, 2023
- May 18, 2023 Well Balanced Vol. 19 May 18, 2023
- May 16, 2023 Rethink the Bucket List May 16, 2023
- May 12, 2023 Drift and Risk Tolerance May 12, 2023
- May 5, 2023 Money Supply and Race Horses May 5, 2023
- Apr 28, 2023 Yield Curve. 9 Months After Inversion Apr 28, 2023
- Apr 19, 2023 Replay of Market Update - April 2023 Apr 19, 2023
- Apr 14, 2023 Cause and Effect Apr 14, 2023
- Mar 30, 2023 Mega Roth Mar 30, 2023
- Mar 28, 2023 Well Balanced Vol. 18 Mar 28, 2023
- Mar 27, 2023 Today's Business Radio: SECURE 2.0 Mar 27, 2023
- Mar 27, 2023 Today's Business Radio: Get Today Right Mar 27, 2023
- Mar 24, 2023 Black Swan Mar 24, 2023
- Mar 17, 2023 The Separation Principle Mar 17, 2023
- Mar 13, 2023 Market Perspective: Silicon Valley Bank Mar 13, 2023
- Mar 10, 2023 Pen Mightier Than Sword Mar 10, 2023
- Mar 3, 2023 Second Homes. A discussion with Tom Fee. Mar 3, 2023
- Feb 25, 2023 Well Balanced Vol. 17 Feb 25, 2023
- Feb 24, 2023 529 College Savings Plan and SECURE 2.0 Feb 24, 2023
- Feb 23, 2023 Announcing Sharon Calhoun as Managing Director Feb 23, 2023
- Feb 17, 2023 Buying Power Feb 17, 2023
- Feb 3, 2023 In Review: Secure 2.0 Act Feb 3, 2023
- Feb 1, 2023 Understanding Market Cap Feb 1, 2023
- Jan 27, 2023 Raise the Roof Jan 27, 2023
- Jan 26, 2023 Quarterly Letter January 2023 Jan 26, 2023
- Jan 18, 2023 Replay of Market Update - January 2023 Jan 18, 2023
- Jan 12, 2023 Well Balanced Vol. 16 Jan 12, 2023
- Jan 10, 2023 SECURE 2.0 Jan 10, 2023
- Jan 6, 2023 All the News from the Weather Report Jan 6, 2023
2022
- Dec 30, 2022 A Cyclical Economy Dec 30, 2022
- Dec 22, 2022 Well Balanced Vol. 15 Dec 22, 2022
- Dec 16, 2022 And That Has Made All the Difference Dec 16, 2022
- Dec 9, 2022 Deflationary and Inflationary Forces Dec 9, 2022
- Dec 2, 2022 So that Everything Doesn't Happen at Once Dec 2, 2022
- Nov 23, 2022 Well Balanced Vol. 14 Nov 23, 2022
- Nov 18, 2022 What happened to FTX? Nov 18, 2022
- Nov 11, 2022 Midterms and Markets Nov 11, 2022
- Nov 4, 2022 An Interest In Debt Nov 4, 2022
- Oct 28, 2022 The Hands of the Economic Clock Oct 28, 2022
- Oct 19, 2022 Replay of Market Update - October 2022 Oct 19, 2022
- Oct 13, 2022 Well Balanced Vol. 13 Oct 13, 2022
- Oct 13, 2022 8.7 Percent Cost-of-living Adjustment (COLA) for 2023 Oct 13, 2022
- Oct 10, 2022 Jason Ranallo Recognized in AdvisorHub's 50 RIAs to Watch List Oct 10, 2022
- Oct 7, 2022 Get Organized With Your Medical Information Oct 7, 2022
- Sep 30, 2022 Time Is The Best Resource Sep 30, 2022
- Sep 23, 2022 In the Long Run, It's a Weighing Machine Sep 23, 2022
- Sep 22, 2022 Well Balanced Vol. 12 Sep 22, 2022
- Sep 16, 2022 Normal, Not Normal. Sep 16, 2022
- Sep 9, 2022 Relative Strength of the Dollar Sep 9, 2022
- Aug 29, 2022 Bucket-Based Retirement Planning Aug 29, 2022
- Aug 29, 2022 Real Estate and Bucket-Based Retirement Planning Aug 29, 2022
- Aug 29, 2022 Inflation & Bucket-Based Retirement Planning Aug 29, 2022
- Aug 26, 2022 Well Balanced. Vol. 11 Aug 26, 2022
- Aug 19, 2022 Cycles May Not Always Align Aug 19, 2022
- Aug 12, 2022 Inflation: Trend vs Level Aug 12, 2022
- Aug 5, 2022 Jobs Report Better Than Expected Aug 5, 2022
- Jul 29, 2022 The Actions of the Fed Jul 29, 2022
- Jul 20, 2022 Bear Encounter Jul 20, 2022
- Jul 14, 2022 Replay of Market Update - July 2022 Jul 14, 2022
- Jul 5, 2022 Be on guard: Scammers are impersonating employees of Schwab Jul 5, 2022
- Jul 1, 2022 246 Years Later Jul 1, 2022
- Jun 23, 2022 Be Your Own Bank Jun 23, 2022
- Jun 16, 2022 Sine of the Times Jun 16, 2022
- Jun 10, 2022 Long and Short of Inflation Jun 10, 2022
- Jun 3, 2022 Quantitative Tightening Jun 3, 2022
- Jun 3, 2022 Minnesota Tax Audit Notice Jun 3, 2022
- May 27, 2022 Rear-View Driver May 27, 2022
- May 20, 2022 Feeling Sentimental May 20, 2022
- May 13, 2022 Markets, when in decline May 13, 2022
- May 6, 2022 Escalator Up, Elevator Down May 6, 2022
- Apr 29, 2022 US Treasury Series I Savings Bonds Apr 29, 2022
- Apr 22, 2022 Exceeding the Bounds of Moving Averages Apr 22, 2022
- Apr 13, 2022 Replay of Market Update 4/12/22 Apr 13, 2022
- Apr 8, 2022 How Investors Use the Yield Curve Apr 8, 2022
- Mar 31, 2022 Home Loans in Retirement. A Complication. Mar 31, 2022
- Mar 25, 2022 Equilibrium In Process Mar 25, 2022
- Mar 11, 2022 $4 Gas. Then and Now. Mar 11, 2022
- Mar 4, 2022 Tax Return Results and Portfolio Results Mar 4, 2022
- Feb 25, 2022 Three Dimensional Uncertainty Feb 25, 2022
- Feb 18, 2022 Adapting to Conditions Feb 18, 2022
- Feb 11, 2022 Future Returns Pulled to the Present is Meta Feb 11, 2022
- Feb 3, 2022 Three Tax Tips with Sharon Feb 3, 2022
- Jan 28, 2022 Expectations for the Unexpected Jan 28, 2022
- Jan 20, 2022 Replay of Market Update 21Q4 Jan 20, 2022
- Jan 14, 2022 Panta Rhei - Everything Flows Jan 14, 2022
- Jan 7, 2022 Balance in Rebalancing Jan 7, 2022
- Jan 1, 2022 Five Star Award Eligibility Criteria Jan 1, 2022
2021
- Dec 31, 2021 Average of None Dec 31, 2021
- Dec 17, 2021 What to Do In an Uneven Economy Dec 17, 2021
- Dec 10, 2021 Inflation: Three components to watch. Dec 10, 2021
- Dec 3, 2021 Intra-Year Price Drops Dec 3, 2021
- Nov 19, 2021 Walls and Beams; Love and Dreams Nov 19, 2021
- Nov 5, 2021 Let the Tapering Commence Nov 5, 2021
- Oct 29, 2021 Zombie Companies and Electric Cars Oct 29, 2021
- Oct 21, 2021 Quarterly Market Update Q3 2021 Replay Oct 21, 2021
- Oct 15, 2021 Q3 2021 In Review Oct 15, 2021
- Oct 14, 2021 COLA Adjustment 2022 Oct 14, 2021
- Oct 8, 2021 October is Cyber Security Awareness Month Oct 8, 2021
- Oct 1, 2021 Signal Change. The 10-Year Treasury. Oct 1, 2021
- Sep 24, 2021 Uncertainty is the Default Position Sep 24, 2021
- Sep 17, 2021 Seven Months of Gains, And then. Sep 17, 2021
- Sep 10, 2021 Job Openings vs Level of Unemployment Sep 10, 2021
- Sep 3, 2021 Work to Live - Live to Work Sep 3, 2021
- Aug 27, 2021 An Uneven Economy Aug 27, 2021
- Aug 20, 2021 The 4% rule in retirement planning Aug 20, 2021
- Aug 12, 2021 Ahead of Expectations Aug 12, 2021
- Aug 5, 2021 Market Perspective on Bitcoin Aug 5, 2021
- Jul 30, 2021 The Fed's Dual Mandate Conflict Jul 30, 2021
- Jul 20, 2021 Replay: Quarterly Market Update Q2 2021 Jul 20, 2021
- Jul 16, 2021 Inflationary Pressures and Expectations Jul 16, 2021
- Jul 9, 2021 When to Prepare for a Downturn Jul 9, 2021
- Jul 4, 2021 It’s not you, it’s U.S. Jul 4, 2021
- Jun 18, 2021 Connect the Dots Jun 18, 2021
- Jun 11, 2021 What's in Your Basket? Jun 11, 2021
- Jun 4, 2021 Meme Stocks and Popcorn Jun 4, 2021
- May 28, 2021 When the Tides Rise May 28, 2021
- May 21, 2021 Levi's & Consumer Spending May 21, 2021
- May 18, 2021 Becoming Cyber Aware May 18, 2021
- May 14, 2021 CPI & Inflationary Pressures May 14, 2021
- May 7, 2021 Tax Rate Changes, Beyond the Headlines May 7, 2021
- Apr 30, 2021 Q1 Earnings Season, GDP & Kid's Shoes Apr 30, 2021
- Apr 23, 2021 Inflation is Going to the (Super) Moon Apr 23, 2021
- Apr 15, 2021 Video Replay: Quarterly Market Update Q1 2021 Apr 15, 2021
- Apr 9, 2021 Pickaxes and Shovels Apr 9, 2021
- Apr 2, 2021 Investment Class Underdogs Vs Top Seeds Apr 2, 2021
- Mar 26, 2021 Suez Canal and Financial Planning Mar 26, 2021
- Mar 23, 2021 IRS Extends Tax Filing Deadline Mar 23, 2021
- Mar 19, 2021 Services vs Goods Spending Mar 19, 2021
- Mar 12, 2021 Relief bill. Anticipated, not unexpected. Mar 12, 2021
- Mar 5, 2021 Jobs and Prices - Be Patient Mar 5, 2021
- Feb 26, 2021 Interest Rates & Bond Prices Feb 26, 2021
- Feb 19, 2021 The Long-term Average Feb 19, 2021
- Feb 12, 2021 Output Gap and Inflation Feb 12, 2021
- Feb 5, 2021 Recap of January Market Performance Feb 5, 2021
- Feb 1, 2021 Vector Ranked in Minneapolis/St. Paul Business Journal Feb 1, 2021
- Jan 29, 2021 Short Squeeze & Q4 Earnings Jan 29, 2021
- Jan 22, 2021 Market Update Q4 - Digest Version Jan 22, 2021
- Jan 22, 2021 Tax Info Regarding the 2020 RMD Rollover Jan 22, 2021
- Jan 20, 2021 Quarterly Market Update Q4 2020 Jan 20, 2021
- Jan 19, 2021 Smaller RMD Withdrawals Coming in 2022! Jan 19, 2021
- Jan 15, 2021 Interest Rates and the Yield Curve Jan 15, 2021
- Jan 8, 2021 2020 Recap Jan 8, 2021
2020
- Dec 31, 2020 2020 is in Hindsight Dec 31, 2020
- Dec 18, 2020 Breadth Rising Dec 18, 2020
- Dec 11, 2020 Personal Saving Rate Dec 11, 2020
- Dec 4, 2020 The e-Commerce Season Dec 4, 2020
- Nov 27, 2020 Prepare Relentlessly Nov 27, 2020
- Nov 20, 2020 Home Sales on the Rise Nov 20, 2020
- Nov 13, 2020 Armistice Day 1919 Nov 13, 2020
- Nov 6, 2020 Divided Government Nov 6, 2020
- Nov 3, 2020 Market Segment: Small-Value Stocks Nov 3, 2020
- Oct 30, 2020 Third Quarter Economic Growth Oct 30, 2020
- Oct 23, 2020 Economic Stimulus Oct 23, 2020
- Oct 16, 2020 Video Recap Market Update Q3 2020 Oct 16, 2020
- Oct 14, 2020 Cost-of-Living Adjustment for 2021 Oct 14, 2020
- Oct 14, 2020 Quarterly Market Update Q3 2020 (video) Oct 14, 2020
- Oct 9, 2020 Q3 Review: The Relative Basis Oct 9, 2020
- Oct 2, 2020 The Overlay of Averages Oct 2, 2020
- Sep 25, 2020 Bull and Bear History Sep 25, 2020
- Sep 21, 2020 Dividend Yield: Stocks v Bonds Sep 21, 2020
- Sep 11, 2020 A history of overcoming challenges is on our side Sep 11, 2020
- Sep 5, 2020 A fractional change in participation Sep 5, 2020
- Aug 28, 2020 Headlines of Market Highs Aug 28, 2020
- Aug 21, 2020 Shifting Trends in Share Buybacks Aug 21, 2020
- Aug 14, 2020 Market Perspective 08/14/2020 Aug 14, 2020
- Aug 7, 2020 Market Perspective 08/07/2020 Aug 7, 2020
- Jul 31, 2020 Market Perspective 07/31/2020 Jul 31, 2020
- Jul 24, 2020 Market Perspective 07/24/2020 Jul 24, 2020
- Jul 23, 2020 Inflation & Implications Q2 2020 (video) Jul 23, 2020
- Jul 18, 2020 Market Perspective 07/18/2020 Jul 18, 2020
- Jul 17, 2020 Replay: Q2 2020 Market Update (video) Jul 17, 2020
- Jul 17, 2020 Thomas Fee - Five Star Wealth Manager Jul 17, 2020
- Jul 17, 2020 Sharon Calhoun - Five Star Wealth Manager Jul 17, 2020
- Jul 17, 2020 Advisory HQ names Vector as a Top Ranked Wealth Management Firm in 2020 Jul 17, 2020
- Jul 10, 2020 Market Perspective 07/10/2020 Jul 10, 2020
- Jul 3, 2020 Market Perspective 07/03/2020 Jul 3, 2020
- Jun 26, 2020 Market Perspective 06/26/2020 Jun 26, 2020
- Jun 19, 2020 Market Perspective 6/19/2020 Jun 19, 2020
- Jun 12, 2020 Market Perspective 6/12/2020 Jun 12, 2020
- Jun 5, 2020 Market Perspective 06/05/2020 Jun 5, 2020
- May 30, 2020 Market Perspective 5/30/2020 May 30, 2020
- May 22, 2020 Market Perspective 05/22/2020 May 22, 2020
- May 15, 2020 Market Perspective 5/15/2020 May 15, 2020
- May 9, 2020 Market Perspective 05/09/2020 May 9, 2020
- May 2, 2020 Market Perspective 5/2/2020 May 2, 2020
- Apr 24, 2020 Market Perspective 4/24/2020 Apr 24, 2020
- Apr 17, 2020 Market Perspective Q1 2020 Apr 17, 2020
- Apr 17, 2020 Market Update Q1 2020 (video) Apr 17, 2020
- Apr 11, 2020 Market perspective 4/11/2020 Apr 11, 2020
- Apr 7, 2020 CARES Act emergency small business loans: What you need to know Apr 7, 2020
- Apr 4, 2020 Market Perspective 4/4/2020 Apr 4, 2020
- Mar 31, 2020 Coronavirus Aid, Relief and Economic Security Act Mar 31, 2020
- Mar 27, 2020 Market Perspective 3/27/20 Mar 27, 2020
- Mar 20, 2020 Market Perspective 03/20/2020 Mar 20, 2020
- Mar 20, 2020 Market Perspective 3/20/20 Mar 20, 2020
- Mar 18, 2020 Our Remote Workplace Plan Mar 18, 2020
- Mar 16, 2020 Cyber Security & COVID-19 Mar 16, 2020
- Mar 13, 2020 Market Perspective 03/13/20 Mar 13, 2020
- Feb 28, 2020 Markets and a History of Epidemics Feb 28, 2020
- Jan 22, 2020 Social Security Employees Will Not Threaten You Jan 22, 2020
- Jan 16, 2020 Improve Cyber Security Resilience with Simple Practices Jan 16, 2020
- Jan 16, 2020 Identity Theft Protection & Deterrence Jan 16, 2020
- Jan 16, 2020 Hackers, Scammers, and Phishing Jan 16, 2020
- Jan 16, 2020 SECURE Act of 2019: Impacts, Distributions & Contributions Jan 16, 2020
- Jan 9, 2020 Why Integrate Wealth Management with Tax Planning Jan 9, 2020
2019
- Nov 25, 2019 Schwab & TD: Two firms come together Nov 25, 2019
- Nov 7, 2019 2020 Inflation Adjustments, Retirement Plan Contributions and Tax Rate Tables Nov 7, 2019
- Oct 24, 2019 Cost-of-Living Adjustment (COLA) Information for 2020 Oct 24, 2019
- Oct 8, 2019 Charles Schwab and TD Ameritrade Make the Move to $0 Commissions Oct 8, 2019
- Sep 19, 2019 4 Proactive Tax Planning Tips Sep 19, 2019
- Aug 29, 2019 4 Reasons You Need A Retirement Budget Now Aug 29, 2019
- Aug 5, 2019 Introduction to Mutual Funds Aug 5, 2019
- Aug 2, 2019 A Case for Owning Bonds Aug 2, 2019
- Jul 31, 2019 Planning for Education Expenses? Start Early Jul 31, 2019
- Jul 1, 2019 Vector Wealth Management Introduces iOS and Android Mobile App for Client Portal Jul 1, 2019
- Jun 11, 2019 Vector Wealth Management Hires Charlie Gruys as a Financial Planning Specialist Jun 11, 2019
- Apr 1, 2019 Vector Wealth Management Hires Michael Nesheim as a Senior Wealth Advisor Apr 1, 2019
- Mar 11, 2019 Vector Wealth Management named in Top 11 Minnesota Financial Advisors and Wealth Managers by AdvisoryHQ Mar 11, 2019
- Feb 22, 2019 Bunching Charitable Deductions? Don’t Forget the Carryover Rules Feb 22, 2019
- Jan 8, 2019 2019 Five Star Wealth Managers Award Winners Jan 8, 2019
- Jan 1, 2019 Vector Wealth Management is a Member of the St Paul Area Chamber of Commerce Jan 1, 2019
- Jan 1, 2019 Vector Wealth Management is a Certified Member of the Paladin Registry Jan 1, 2019
2018
- Dec 20, 2018 How Does Inflation Affect Your Lifestyle? Dec 20, 2018
- Dec 17, 2018 Are you making the most of your 401(k) and IRA contributions in 2019? Dec 17, 2018
- Dec 15, 2018 Is a Second Home Right for You? Dec 15, 2018
- Dec 10, 2018 Your Guide To Avoiding Probate Dec 10, 2018
- Dec 5, 2018 How Does Inflation Affect Investments And Your Financial Future Dec 5, 2018
- Dec 3, 2018 What’s the Right Type of Insurance Policy: Term, Perm or None? Dec 3, 2018
- Nov 28, 2018 How Inflation is Measured & How It Impacts You Nov 28, 2018
- Nov 28, 2018 New Medicare Cards Are Being Issued Nov 28, 2018
- Nov 26, 2018 Transferring Your Company Retirement Plan Into An IRA? Nov 26, 2018
- Nov 12, 2018 Tax Advantages for Minnesotans with 529 Plans Nov 12, 2018
- Nov 8, 2018 Expect Volatility Nov 8, 2018
- Oct 31, 2018 The Difference Between Asset Management And Wealth Management Oct 31, 2018
- Oct 12, 2018 Social Security Announces 2.8 Percent Benefit Increase for 2019 Oct 12, 2018
- Sep 28, 2018 Freeze Your Credit Reports for Free Sep 28, 2018
- Sep 19, 2018 How Much Does Someone Need to Retire? Sep 19, 2018
- Jul 23, 2018 Vector Wealth Management Named to 2018 Financial Times 300 Top Registered Investment Advisers Jul 23, 2018