As the year winds down, fall is the perfect season to check in on your finances and clear away clutter. These five simple tasks—from reviewing beneficiaries to organizing key documents—can help you start the new year with clarity and confidence.

Fall is the perfect time to review your financial plan and uncover year-end tax opportunities. In our latest podcast, we highlight strategies like Roth conversions, tax-loss harvesting, and charitable giving.

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.