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.

Discussion of smart, flexible ways to access short-term liquidity. In this episode, we explore three liquidity strategies using your portfolio—60-day IRA rollovers, margin loans, and pledged asset lines. (Podcast with David Moser)

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.

Tom Lyons—a Vietnam-era U.S. Air Force veteran, M&A advisor, and passionate philanthropist—shares how his military service inspired founding the Minnesota Veterans Pantry. (podcast hosted by Chris Wagner)

Interview: Tom Lyons, founder of Faelon Partners Ltd., is a seasoned M&A advisor and author with over four decades of experience helping business owners maximize valuation, develop exit strategies, and align outcomes with their wealth and retirement goals. (podcast hosted by Sharon Calhoun)

Your guide to understanding the latest tax law changes. The One Big Beautiful Bill Act introduces new rules for deductions, charitable giving, estate planning, and 529 plans. Learn how these updates could shape your financial strategy in 2025 and beyond. 

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.

If you’re hesitant to spend—even when your plan says you can—you’re not alone. This episode explores how small, intentional choices can help shift the mindset from saver to spender, adding comfort, joy, and purpose to your retirement.