Not all bonds are the same. Short-term bonds for example have historically been less sensitive to interest rate swings than long-term bonds.

Rarely do investors experience an average rate of return. In fact, in the last 95 years, we have seen the average only six times. In this video, Jason discusses the highs and lows that bring us to a ten percent average. The takeaway: Have a plan.

Will we see a rapid increase in inflation in 2021?

Jason discusses the "output gap" and how it is currently acting as a deflationary force in the economy. We'll define the term and look back to the '80s to get some perspective.

Our main topic: January broad market results.
News Items: Vaccine optimism, Friday jobs report, and how to spend $5.5 million in 30 seconds.

Vector Wealth Management was included in the 2021 list of the Twin Cities Largest Wealth Management Firms as listed by the Minneapolis/St. Paul Business Journal. Our firm was ranked #34 of the 42 ranked.

Jason talks Q4 earnings (actuals & estimates) and offers context for the short squeeze we saw in the news this week. Mini-case study on why GameStop was up triple digits.

Topics from this quarters’ Market Update with Jason and Dan included:

• Required Minimum Distribution (RMD) wealth planning and tax update

• Discussion of financial markets. From Q4 stock performance to early rotation into small caps and international stocks

• Dan Powers reviewed Modern Monetary Theory and portfolio implications