
BLOG POSTS
September and Markets: History, Outliers, and Investor Takeaways
September is the only month in market history with a negative average return. But that reputation is shaped by a handful of extreme events, not steady seasonal weakness. Here’s how to view September in context—and why disciplined, long-term investing turns uncertainty into opportunity.
Market Perspective on All-time Highs, Earnings, and Rates
Join Vector’s Jason Ranallo as we explore stock market highs, robust earnings, and the future of interest rates in our latest podcast episode. Read, watch or listen.
Markets, Debt Ceiling, Home Un-Affordability at All Time Highs
Markets are setting records, the national debt ceiling just jumped $5 trillion, and home affordability is nearing a breaking point. In this episode of Well Balanced, we unpack what these all-time highs really mean.
Moody’s Downgrade of U.S. Credit
Moody’s has lowered the U.S. government’s credit rating from AAA to Aa1, citing persistent fiscal deficits and rising interest costs. Join us as Jason talks through the implications on Treasury interest rates. (podcast)
The Latest GDP Report, Imports, and Context
The latest GDP report shows a dip—but there’s more to the story. In this podcast, we unpack what’s behind the headlines, from an import spike to shifting market reactions. Explore why context matters more than first impressions.
A Steady Framework to Navigate a Turbulent Market
In this update, Jason Ranallo explores how a steady, fact-aware framework can help investors navigate today’s turbulent market. From shifting trade policies to ongoing market turbulence, we talk through headlines and apply a disciplined, long-term perspective designed to keep you focused on what matters most: your financial goals.
Facts, Framework & Approach
In this episode, Jason unpacks the latest market data, the frameworks that will help you interpret it, and how we put it all into action. (podcast)
Consumer Sentiment and the Stock Market
Consumer sentiment dropped again in March, hitting its lowest level since 2022. When people feel the worst about the economy, markets have often performed well in the 12 months that follow. (podcast)