No one wants to deal with an IRS audit, but certain red flags can increase the likelihood of one. From high income levels to unreported income and business losses that resemble hobbies, understanding these triggers can help you be more prepared when filing your taxes.

Consumer sentiment dropped again in March, hitting its lowest level since 2022. When people feel the worst about the economy, markets have often performed well in the 12 months that follow. (podcast)

Want to help your child or grandchild build a strong financial future? A custodial Roth IRA can provide a head start on saving, offering tax-free growth and valuable lessons in financial responsibility.

This 37th edition of our Well Balanced newsletter explores a practical productivity framework (the 3-3-3 Method), a snapshot of today’s housing market, and a historical look at land policy and its modern-day implications. Plus, check out the latest podcasts and posts from the Vector team.

Filing taxes is a time-consuming (and sometimes confusing) process. But understanding the basics can help make it more manageable. Income, Deductions and Credits. Learn more. (article)

Market pullbacks can feel unsettling. In this episode, Jason Ranallo discusses the latest market movements, puts them in historical context, and talks through why staying diversified and disciplined is key to long-term success.

If you’re over 50, there’s a way to help bridge that gap: catch-up contributions. This IRS-approved provision allows older workers to contribute beyond the standard 401(k) limits. (article)