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
Powell and Buffett: In the News
Powell and Buffett: In the News

This week’s podcast is a discussion focused on the balance between holding cash and long-term investments. We compare investment strategies for individuals and large-scale entities given the backdrop of potential interest rate cuts by the Federal Reserve.

When. Not If.
When. Not If.

Of the $34 trillion of US debt outstanding, around 30 percent is expected to be refinanced at potentially higher rates in 2024. We discuss the implications of a trillion dollar interest payment alongside the Fed’s mandate of stable prices through the setting of interest rate policy.

Market Update January 2024
Market Update January 2024

In-depth discussion of several themes focused on markets and the economy. Topics include: Q4 Performance, the Magnificent 7, and Interest Rates. (Video & Podcast)

3 Financial Trends that have Shaped the Year
3 Financial Trends that have Shaped the Year

As we approach the end of 2023, it's a fitting time to reflect on a few financial trends that have shaped the year. Our latest conversation provides insights into three core areas: interest rates, inflation, and stock market performance.

V22327954
Blog cover photo by Julian Nortoft.

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