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Blog Articles and Video
Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)
David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)
Stock quote: “If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.” Well Balanced Vol. 28 is a round-up of topics helping you get today right.
In the discussion, we focus on the significance of scenario planning for financial well-being. By evaluating different financial decisions and their effects on long-term plans, individuals can make more informed choices, with the end-goal of finding greater clarity and confidence in their financial journey. (podcast)
This week’s podcast is a discussion focused on the balance between holding cash and long-term investments. We compare investment strategies for individuals and large-scale entities given the backdrop of potential interest rate cuts by the Federal Reserve.
Stock quote: Is everything connected, so that events create resonances like ripples across a net? Or do things merely co-occur and we give meaning to these co-occurrences?” Well Balanced Vol. 27 is a round-up of topics helping you get today right.
Sharon Calhoun, managing director at Vector, is joined by senior housing counselors Liz Rue and Lisa Woltrang from Folkestone in Wayzata. In this podcast, they emphasize the necessity of discussing transitions during times of calm rather than crisis, allowing for thoughtful decision-making.
Of the $34 trillion of US debt outstanding, around 30 percent is expected to be refinanced at potentially higher rates in 2024. We discuss the implications of a trillion dollar interest payment alongside the Fed’s mandate of stable prices through the setting of interest rate policy.
Vector Wealth Management is proud to support ‘Inside Senior Living,’ a docu-series that explores aging. The series, set to premiere in 2024, delves into the lives of seniors and their families as they navigate the complexities of aging and make crucial decisions about their living arrangements.
Knowing your business’s valuation today could be more helpful than you think. Your valuation can help inform your future plans, growth opportunities, and when the time comes, how much someone else might be willing to pay for your company
About this Blog
Inspired by conversations with our clients, this collection of insights and perspectives continues the discussion. In the pages of this blog, you will find topics from financial stewardship and wealth management to Vector community news and lifestyle stories focused on helping all of us get today right.