It is time to acknowledge what has been in place for some time. I am pleased to announce that Sharon Calhoun has accepted the role of CEO and Managing Director of Vector Wealth Management. -Tom

Buying power is affected by the rate of inflation in an economy. As a result, a given amount of money will generally buy fewer goods and services in the future than it could have bought in the past.

For those in or near retirement, there are important changes made by the SECURE 2.0 Act. Sharon and Jason discuss a few provisions that caught our attention. RMDs, Employer Match & Catch-Up contributions.

Learn how a company's market cap can be used to help evaluate stock investments. We start with definitions and then give a couple of examples.

History of the debt ceiling, consider what it means for markets moving forward, and we’ll review what impact a potential resolution or lack thereof could have.

The importance of today, with all its opportunity and challenges, is why we segment dollars within your portfolio. In the short-term, years like 2022, when stocks and bonds both finish below average, it may be easy to feel down about the present.

A recording of our Quarterly Market Update webinar; we discuss markets, SECURE 2.0, Interest Rates, and more. The full-length and shortened recap video recordings are available here.

Stock Quote: “The only way of discovering the limits of the possible is to venture a little way past them into the impossible.” Well Balanced is a round-up of topics helping you get today right.