Tax planning isn’t just about filing once a year. It’s also about protecting your wealth and assets for the future, including retirement and estate planning.

Saving for retirement might be a part of your current budget. But do you know if you're saving enough? Thinking about your retirement budget now can help you prepare for the future.

In its most basic definition a mutual fund is an investment vehicle that pools investors’ money together to build a portfolio of securities. Mutual funds can offer the benefit of diversification and processional management to investors with smaller amounts of money to invest.

We investors, we hope that a stock will be above the price we paid for it when we need the money. Listen; hope is not a sound investment strategy and bonds can lower your dependence on a wishful mindset.

Student debt is at a record high with approximately one million people defaulting on their college loans every year, according to a report from the Urban Institute, a nonprofit research organization. With the cost of an education likely continuing to grow, planning for a child’s or grandchild’s education may be more important now than ever. 

The mobile app for iPhone and Android will enable Vector clients to easily view their portfolio and engage with the Vector team on their devices.

Vector Wealth Management (Vector), a nationally registered investment advisory firm in its third decade of providing wealth management solutions to clients in Minnesota and nationwide, has hired Charlie Gruys. Charlie will be joining the Advanced Planning Group as a Financial Planning Specialist. As a Financial Planning Specialist, Charlie will be deeply involved in the development and execution of comprehensive wealth planning by utilizing Vector’s proprietary system, Sojourn™.

Mike’s understanding of wealth management, commitment to delivering excellence while being invested in personal relationships with his clients make him a natural addition to the team.