Upcoming Seminars

If you would like to attend a Vector U Seminar, click here

JanuaryTax Cuts and Jobs Act – What the tax reform bill means for individuals
FebruaryApplying Academic Research to Practical Investing - Part 1
March3 Pitfalls to Avoid in Retirement
AprilIs Long Term Care Right for You?
MayTax Efficient Wealth Transfer and Strategic Estate Planning to Minimize Tax
JuneApplying Academic Research to Practical Investing - Part 2
JulyEffective Use of Debt and Should I be Debt-Free in Retirement?
AugustSocial Security Decisions: Optimization vs. Maximization
SeptemberThe Importance of the Sequence of Returns - RSVP
OctoberTime Frame Investing: for The Good Times and the Bad
NovemberTax Planning Strategies for this Year and Next Year
DecemberCharitable Giving Strategies and Tax Benefits

Newsletters

2017

Q1 2017

Vector Wealth Management VECTOR UNIVERSITY 1

Q2 2017

Vector Wealth Management VECTOR UNIVERSITY 2

Q3 2017

Vector Wealth Management VECTOR UNIVERSITY 3

Q4 2017

Vector Wealth Management VECTOR UNIVERSITY 4

2016

Q1 2016

Vector Wealth Management VECTOR UNIVERSITY 5

Q2 2016

Vector Wealth Management VECTOR UNIVERSITY 6

Q3 2016

Vector Wealth Management VECTOR UNIVERSITY 7

Q4 2016

Vector Wealth Management VECTOR UNIVERSITY 8

Articles and News

Vector U: The Importance of the Sequence of Returns in Retirement

Retired or thinking of retirement? We invite you to learn how the sequence and timing of investment returns will impact you in your retirement planning. This lunch-and-learn style event will highlight important factors that investors should consider and strategies to … Continue reading

Vector Wealth Management Named to 2018 Financial Times 300 Top Registered Investment Advisers

July 5, 2018 – Vector Wealth Management is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This … Continue reading

Stock market volatility has increased over the past several days. Vector Wealth Management

Stock market volatility has increased over the past several days.

What is occurring? Volatility is not new, but it is on the rise. On Monday, February 5th the Dow Jones Industrial Average had its largest numerical drop in a single day; however, it was far from its largest percentage drop. … Continue reading