There are very few consistent patterns of relative sector returns in election years. Instead of trying to time sector performance, investors should consider prioritizing diversification across multiple industries and asset classes.

Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)

Stock quote: “The husky, rusty russel of the tossels of the corn, And the raspin’ of the tangled leaves, as golden as the morn.” Well Balanced Vol. 32 is a round-up of topics to help you get today right.  

The Federal Reserve’s recent half-point rate cut aims to ease borrowing costs and stimulate the economy. We discuss the rate cut’s impacts on savers, borrowers, and investors in this Market Perspective podcast.

Divorce is not only emotionally challenging but can also have a significant impact on your financial future. By understanding key financial considerations and planning strategically, you can set a foundation for long-term stability.

Over time, market fluctuations can cause your asset allocation to drift, making it important to periodically assess and adjust your portfolio. In this guide, we walk you through the basics of portfolio rebalancing.

Scott Rose and Sharon Calhoun dive into divorce's emotional and financial challenges, offering insights on navigating this major life transition. From asset division to mediation strategies, listeners will learn about practical next steps to help plan for an independent financial future.

Listen in on this conversation to discover practical tips on planning for travel, the joys of slow travel, and the lasting impact of shared experiences. Vector client George talks with Jason and shares how his lifelong love of travel is shaping his retirement years.