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3 Timeless Investing Principles
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.
Market Update October 2024
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.
Strong Market Performance & Rebalancing Opportunities
Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)
Estate Planning Essentials: Gift and Estate Taxes
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.
Trusts, Beneficiaries, and Financial Planning
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.
Intra-Generational Wealth Transfer
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.
Market Update July 2024
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.