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Well Balanced Vol. 12
Stock Quote: “He was prepared, he thought, for any wonder. The only thing he had never expected was the utterly commonplace.” Well Balanced is a round-up of topics helping you get today right.
Normal, Not Normal.
What we are experiencing is quite possibly a return to a longer-term norm. As a result, uncertainty in these times can be high, and so too can market volatility.
Relative Strength of the Dollar
The U.S. dollar has trended up and to the right over the past ten years. U.S. treasuries and oil priced in dollars are part of the story. We talk international investments, inflation, and currency.
Bucket-Based Retirement Planning
Retirement plans look different for each individual because of the differences in lifestyles, needs, goals, and risk tolerance. Put simply, a bucket approach groups your assets into different categories, or "buckets", that address investments over time. Learn how you can use a bucket-based retirement plan.
Real Estate and Bucket-Based Retirement Planning
Interview with Today’s Business Radio. Focused on Real Estate DSTs. Some of the strongest financial plans we have seen at Vector are from individuals who invest in both real estate and the stock markets and have properly incorporated them into their retirement planning. (audio)
Inflation & Bucket-Based Retirement Planning
Interview with Today’s Business Radio. Focused on inflation. The way you and I spend is likely different, and one’s investment portfolio and future planning should take the differences into consideration. (audio)
Well Balanced. Vol. 11
Stock Quote: "What good is the warmth of summer, without the cold of winter to give it sweetness." Well Balanced is a round-up of topics helping you get today right.