Recording of our recent live stream with Jason Ranallo and Kara Murphy. They look back on 2024 then discuss the economic and market outlook for the upcoming year. And Barbie.

As you approach retirement and begin drawing from your portfolio, the sequence of returns—the order in which market gains or losses occur—takes on much greater importance. Poor returns experienced early in retirement can significantly impact the longevity of your savings. (podcast)

Vector Advisor Chris Wagner discusses key financial planning topics for the new year, including Required Minimum Distributions (RMDs), tax-smart giving strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds. The new year marks a great reminder to review account beneficiaries and ensure your financial plan is on track. (podcast)

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

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.

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.