Well Balanced Vol. 16
Well Balanced. Volume 16. A round-up helping you get today right.
📜 Stock Quote
The only way of discovering the limits of the possible is to venture a little way past them into the impossible.
- Second law from science fiction writer Arthur C. Clarke
🎟️ We're Hosting
Webinar: Quarterly Market Update
Save the date: Tuesday, 3 pm January 17.
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 discuss recent market movements and major themes impacting the economy.
No registration needed. Zoom presentation with Q&A.
Video replay & digest recording at vectorwealth.com/insights (allow 2 days).
🏦 Schwab & TD Ameritrade Integration
Integration Info & FAQs
Advisor-linked TD Ameritrade accounts are expected to transition to Schwab accounts Labor Day weekend 2023
TD technology and trading platforms
thinkorswim® and thinkpipes® will continue to be available after the transition
More information
Stay tuned for updates from Schwab, TD & Vector
⭐ We're Reviewing
SECURE Act 2.0
RMDs, contribution limits, 529s, and more
This legislation, signed into effect on December 29th, 2022, contains many important sections that may affect your retirement savings. Check out our blog post for highlights.
🔗 SECURE 2.0 - Vector Blog Post
Connect with your advisor or tax preparer if you'd like to learn more.
🍿 ICYMI
Insights & Videos
Market Perspective from Vector
