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Understanding Annuities
Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go? Vector’s Mike Nesheim discusses annuities. (podcast)
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.
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.
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
In-depth discussion of several themes focused on markets and the economy. Topics include: Q4 Performance, the Magnificent 7, and Interest Rates. (Video & Podcast)
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.
Sine of the Times
The image of a sine wave with its peak and trough can be a useful way to visualize the glory and agony of participating in financial markets. Let's go through this sine wave journey together.