Early on, you may be traveling, exploring, saying yes to everything. Later, priorities can shift toward steadier routines, income alignment, and simplifying life. Eventually, planning may focus more on support and making things easier for the people around you. (Podcast/Video)

Retirement it not just a financial decision. Work gives life structure—retirement requires finding new rhythms. Ready to make your transition intentional and well-planned? Let's talk. (Podcast/Video)

Recordings from Vector’s Fraud Prevention and Cybersecurity event where we discuss topics focused on protecting yourself from today's most prevalent cyber threats and financial scams.

The S&P 500 closed 2025 with an impressive 17% gain, underscoring the market’s resilience and strength. That strong finish came despite a challenging start to the year.  In this update, we revisit what last year’s swings taught us and look ahead to how broader market participation is shaping the landscape for 2026.

Organizing your financial documents doesn’t have to be complicated. In this episode, Charlie Gruys breaks down what to keep, what to save, and what to review so your financial life stays organized and stress-free in 2026. 

Six financial planning topics for 2026, including RMDs, Roth conversions, and catch-up contributions for high earners. Chris discusses strategies for charitable giving, beneficiary designations, and updated 401(k) and HSA contributions limits. 

We discuss what the latest rate cut, added liquidity, and what Fed policy outlook could mean for markets—and why, we believe, that long-term, goals-based planning remains prudent.

When it comes to retirement planning, one crucial piece often gets overlooked: your will. As you near retirement, a quick review can help ensure your wishes are clear and up-to-date, and your loved ones are protected.