Over time, market fluctuations can cause your asset allocation to drift, making it important to periodically assess and adjust your portfolio. In this guide, we walk you through the basics of portfolio rebalancing.

Scott Rose and Sharon Calhoun dive into divorce's emotional and financial challenges, offering insights on navigating this major life transition. From asset division to mediation strategies, listeners will learn about practical next steps to help plan for an independent financial future.

Listen in on this conversation to discover practical tips on planning for travel, the joys of slow travel, and the lasting impact of shared experiences. Vector client George talks with Jason and shares how his lifelong love of travel is shaping his retirement years.

Learn why owning assets that outpace inflation is a key tenet to navigating today's economic landscape. We explore recent trends in inflation, mortgage rates, and the stock market, offering insights on how to preserve your purchasing power.

Discover how a diversified investment strategy can help you navigate volatility without sacrificing potential returns. Learn more about managing risk and staying focused on your long-term goals.

Stock quote: "If you forget the goal of life and get caught in the pleasures of the world, you will come to envy those who put meditation first." Well Balanced Vol. 31 is a round-up of topics to help you get today right.  

As you enter new stages of life, your insurance needs evolve. Review your current policies to ensure you have the right coverage without overpaying, and consider consulting a financial professional.