Quarterly Market Update Q3 2020 (video)

Video Replay
Quarterly Market Update Q3 2020

Topics: Social Security, market concentration, economic growth, and elections.
Originally streamed on October 13th, 2020.

Get an inside look at recent trends and research driving our Investment Committee at Vector Wealth Management. Jason and Dan examine recent market movements and major themes impacting the markets. Q&A is unavailable on replay.

Correction:
At around the 7 minute mark we commented that for clients in the distribution phase we have set aside income through 2023. Correction - we have lined out income needs through the first half of 2023, currently dedicating 2.75 years of income needs to the shorter term segment within Sojourn.
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Quarterly Market Update is presented by: Jason Ranallo, director of the portfolio management group, and Dan Powers, portfolio management.