Well Balanced Vol. 14

Well Balanced
Written By Communications

Be grateful in your own hearts. That suffices.

Thanksgiving has wings, and flies to its right destination.

🎭 — Victor Hugo Poet, novelist, and dramatist

 

🤔 Qualified Charitable Distributions

Reduce the taxable portion of your RMD

For those over 72 years old, if you are planning on using Qualified Charitable Distributions (QCDs) from your IRA, we recommend writing those checks before December 15 to give the charities time to process the gift by year's end.

Contact your advisor to learn more about tax-efficient charitable giving options.

 

🎁 Holiday Shopping Season

Most Wonderful Time of the Year
Consumers in the United States are expected to spend an average of $930 on holiday gifts in 2022. Retail sales often then peak again in January as many people redeem their received gift cards and vouchers.

source: D. Tighe on Statista. 11/11/22

 

📚 Cozy Up with a Good Book

Books, Authors, and Ourselves
Looking for inspiration for your next page-turner? Here are two book clubs to get you started.

Reese's Book Club - Each month, Reese chooses a book with a woman at the center of the story.

Belletrist - Celebrates great books and the people who read them.

 

☕ Gathered

Pie reception (11/22) at the Vector office atrium. Happy Thanksgiving!

 

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.

V22327954
Blog cover photo by Julian Nortoft.

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