Podcast Sharon Calhoun Podcast Sharon Calhoun

Choosing a Senior Living Community

Sharon Calhoun, managing director at Vector, is joined by senior housing counselors Liz Rue and Lisa Woltrang from Folkestone in Wayzata. In this podcast, they emphasize the necessity of discussing transitions during times of calm rather than crisis, allowing for thoughtful decision-making.

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Market Perspective, Podcast Jason Ranallo Market Perspective, Podcast Jason Ranallo

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.

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FYR, Podcast Joe Grochowski FYR, Podcast Joe Grochowski

FYR: Concentrated Position

Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.

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