Communications Communications

Real Estate and Bucket-Based Retirement Planning

Interview with Today’s Business Radio. Focused on Real Estate DSTs. Some of the strongest financial plans we have seen at Vector are from individuals who invest in both real estate and the stock markets and have properly incorporated them into their retirement planning. (audio)

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Communications Communications

Inflation & Bucket-Based Retirement Planning

Interview with Today’s Business Radio. Focused on inflation. The way you and I spend is likely different, and one’s investment portfolio and future planning should take the differences into consideration. (audio)

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Market Perspective Communications Market Perspective Communications

Bear Encounter

Running from a startled bear in a down market gives way to chase and exhaustion. So instead, we exercise patience and look for opportunities to position for recovery. For example, rebalancing, tax-loss swapping, and focusing on investment valuations, specifically in the longer-term portfolio segments.

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