A reverse bucket list is where you take off past aspirations that no longer serve you. Each year, instead of adding a new grand pursuit or object to attain, take something off the list.

When the values of your underlying portfolio assets change, it’s likely that your risk posture has also changed. We discuss drift and rebalancing as a tool to manage portfolios over time. (video)

Overall U.S. money supply (M2) remains high. We look at the money supply, historical runs of high inflation, and assets that have generally done well in those environments.

The yield curve is inverted and has been since July of last year. What’s a yield curve, and why are we talking about interest rates again? While not a science, some past recessions have occurred around 20 months after an inversion.

A recording of our Market Update webinar; we discuss markets, inflation, and more. The full-length and shortened recap video recordings are available here.

Unknowable cause-and-effect relationships are the norm in markets, especially in the short term. At Vector, we plan for complexity and realize that not every effect has a singular cause.

For income earners who are saving for retirement, a so-called Mega Roth may be used after maxing out the standard 401K contribution. Learn how a Mega Roth can be used to save after-tax dollars for tax-free withdrawals in retirement.