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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.
In this podcast, we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential. Multiple market all-time highs year to date. What now?
Mortgages are a critical piece of an individual’s overall financial strategy. In this podcast, Mike Nesheim hosts mortgage consultant Tyler Wiltse to discuss interest rate trends, refinancing, and more.
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.
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.
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.
Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5 percent in 2025.
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.
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.
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.
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.
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.
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.
Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)
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.
The Federal Reserve’s recent half-point rate cut aims to ease borrowing costs and stimulate the economy. We discuss the rate cut’s impacts on savers, borrowers, and investors in this Market Perspective podcast.
Divorce is not only emotionally challenging but can also have a significant impact on your financial future. By understanding key financial considerations and planning strategically, you can set a foundation for long-term stability.
Over time, market fluctuations can cause your asset allocation to drift, making it important to periodically assess and adjust your portfolio. In this guide, we walk you through the basics of portfolio rebalancing.
Scott Rose and Sharon Calhoun dive into divorce's emotional and financial challenges, offering insights on navigating this major life transition. From asset division to mediation strategies, listeners will learn about practical next steps to help plan for an independent financial future.
Listen in on this conversation to discover practical tips on planning for travel, the joys of slow travel, and the lasting impact of shared experiences. Vector client George talks with Jason and shares how his lifelong love of travel is shaping his retirement years.
Learn why owning assets that outpace inflation is a key tenet to navigating today's economic landscape. We explore recent trends in inflation, mortgage rates, and the stock market, offering insights on how to preserve your purchasing power.
Discover how a diversified investment strategy can help you navigate volatility without sacrificing potential returns. Learn more about managing risk and staying focused on your long-term goals.
Stock quote: "If you forget the goal of life and get caught in the pleasures of the world, you will come to envy those who put meditation first." Well Balanced Vol. 31 is a round-up of topics to help you get today right.
As you enter new stages of life, your insurance needs evolve. Review your current policies to ensure you have the right coverage without overpaying, and consider consulting a financial professional.
Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.
Market Dips and Corrections — These words can feel like euphemisms when we see the value of our assets in decline. That said, when we look back, we know that market prices go through periods of ups and downs, especially in the short term.
Creating fun, engaging experiences for your children can help them get a better grasp on money and help them on their path toward a solid financial future.
Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.
The Olympics symbolize the importance of preparation, position, and long-term vision—principles that are equally vital in guiding your financial journey.
Learn about passing on your wealth while ensuring your financial stability. From lump sum inheritance planning to lifetime gifts, Joe's thoughtful guidance in this podcast will help you explore your options and make decisions that honor your family's values.