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

• Schwab Timeline

• Schwab Welcome

• 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