Well Balanced Vol. 13

Well Balanced
Written By Communications

When I consider every thing that grows

holds in perfection but a little moment.

🎭 Sonnet 15, William Shakespeare

 

📅 Save the Date

Quarterly Market Update

  • Tuesday, October 18, 2022

  • 3:00 PM 3:45 PM

Get an inside look at recent trends and research driving our Investment Committee at Vector Wealth Management. During the ~45-minute live webinar, we’ll examine recent market movements and major themes impacting the markets. Join in the discussion with interactive Q&A.

 

❤️ Living Well

October is the national "Organize Your Medical Information Month" and what better way to celebrate than to review living wills and advance directives? Documents—drafted before you need them.

 

🥤COLA 2023

8.7 Percent Cost-of-living Adjustment (COLA) for 2023

Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7 percent in 2023.

 

🏆 Recognition

Exciting news! We've been included in AdvisorHub's 2022 "50 RIAs to Watch" list.

These rankings were selected objectively among a large field of extremely qualified advisors, free from any monetary conflicts of interest. Nominee selection was based on professionalism, character, and required a minimum of seven years of experience.

 

🍁 Fall Fests

Hello Autumn,

We welcome fun foods, festivities, and cooler weather. Here are three fall fest opportunities in the greater Twin Cities.

 

Recent Blog Articles and Videos

Featured
Consumer Confidence, Holiday Spending, and Market Trends
Consumer Confidence, Holiday Spending, and Market Trends

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)

All-Time Highs, Recessions, and Long-Term Investing
All-Time Highs, Recessions, and Long-Term Investing

In this podcast, we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential. Multiple market all-time highs year to date. What now?

Market Update October 2024
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.

Fed Rate Cut. What It Means for You.
Fed Rate Cut. What It Means for You.

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.

V22285939
Blog cover photo by Julian Nortoft.

Communications
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Replay of Market Update - October 2022
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8.7 Percent Cost-of-living Adjustment (COLA) for 2023