BLOG POSTS
Pen Mightier Than Sword
The power of words over action was shown in the markets this week as testimony from the Federal Reserve Chairman appeared to have shifted market expectations of interest rate hikes. Will Powell's words preempt the Fed's need for higher increases?
Second Homes. A discussion with Tom Fee.
Tom Fee and Jason discuss the personal and economic considerations of buying a second home. The goal is to own the home and not have it own you. Duration, location, and mortgage rates all play a part.
Well Balanced Vol. 17
Stock Quote: The real voyage of discovery consists not in seeking new landscapes but in having new eyes. Well Balanced is a round-up of topics helping you get today right.
529 College Savings Plan and SECURE 2.0
We are talking about 529s today because the new SECURE 2.0 Act now allows these tax-advantaged accounts to convert to a Roth IRA. Chris Wagner, a wealth advisor at Vector, joins Jason to discuss.
Announcing Sharon Calhoun as Managing Director
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
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.
In Review: Secure 2.0 Act
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.
Understanding Market Cap
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.