Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.

Learn about passing on your wealth while ensuring your financial stability. From lump sum inheritance planning to lifetime gifts, Joe's thoughtful guidance in this podcast will help you explore your options and make decisions that honor your family's values.

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

What does yoga have to do with retirement and financial planning? In this podcast, hosted by Sharon Calhoun, you will learn how to improve decision-making and manage stress with insights from our guest yogi Tory Schaefer.

Nvidia, Microsoft, and Apple have achieved a market capitalization of over $3 trillion, highlighting the impact of AI in their growth. As the market wonders if these "AI darlings" are peaking, we discuss changes in market leadership and breadth.

Five financial planning topics for new grads: create a budget, manage student loans, build an emergency fund, save for retirement, and maintain good credit. Share these essentials with the student in your life to help set the stage for their financial stability.

Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.