VECTOR INSIGHTS

The Well Balanced Podcast

Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.

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Articles and Video Insights

Featured
Market Perspective with Vector’s Jason Ranallo
Podcast, Well Balanced
Market Perspective with Vector’s Jason Ranallo
Podcast, Well Balanced

We explore the latest trends in financial markets, highlighting the stock market advancing to all-time highs alongside corporate earnings that have been better than expected. We also discuss the "Goldilocks" jobs market, small business sentiment, and inflationary pressures indicated by the rising Producer Price Index (PPI).

Podcast, Well Balanced
Well Balanced Vol. 29
Well Balanced
Well Balanced Vol. 29
Well Balanced

Stock quote: “"The garden suggests there might be a place where we can meet nature halfway." Well Balanced Vol. 29 is a round-up of topics helping you get today right.  

Well Balanced
Women and Wealth: Your comprehensive guide to a fulfilling retirement
Women and Wealth: Your comprehensive guide to a fulfilling retirement

By taking a comprehensive and strategic approach to retirement planning, women can proactively address challenges, optimize opportunities, and confidently pursue their dreams and goals in retirement.

Empowering Your Financial Future Through Informed Decisions
Empowering Your Financial Future Through Informed Decisions

We're committed to providing you with valuable insights to support your journey. Feel free to reach out if you have any questions or would like to discuss a specific decision you’re thinking about. We're here to help you navigate your financial landscape with confidence and clarity. (article)

Everything you need to know about a 1031 Exchange
Tax
Everything you need to know about a 1031 Exchange
Tax

A 1031 exchange effectively allows you to swap one real estate property with another similar property and, in doing so, defer capital gains taxes until later. This can help you avoid the taxes you would otherwise pay on the sale of an investment property today.

Tax
Meaning and Purpose Beyond Financial Security
Podcast, Well Balanced
Meaning and Purpose Beyond Financial Security
Podcast, Well Balanced

We discuss the essential components of a fulfilling retirement. PUSH stands for Purpose, Use of Time, Social Connection, and Health. These four ideas intertwine to create a rich and rewarding post-career life. Our podcast explores practical examples from our clients at Vector Wealth Management, who find joy and satisfaction in balancing leisure with meaningful activities. (podcast)

Podcast, Well Balanced
Statement Letter 2024 April
Statement Letter 2024 April

When it comes to investing, investors rarely experience the average. Take the long-term return of the stock market for example, it averages around 10 percent per year. A statistic you may find interesting is that during 92 of the last 98 years, markets did not return the average. 

Social Engineering & Cybercrime
Podcast, FYR
Social Engineering & Cybercrime
Podcast, FYR

Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)

Podcast, FYR
Market Update April 2024
Podcast, FYR
Market Update April 2024
Podcast, FYR

We discuss the influence of a global election year on the markets and examine the S&P 500’s climb to new heights. We also get into the resilience of the labor market and explore expanding market breadth. (podcast)

Podcast, FYR
The Ten Best Days with David Moser
Podcast, FYR
The Ten Best Days with David Moser
Podcast, FYR

David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)

Podcast, FYR
Well Balanced Vol. 28
Well Balanced
Well Balanced Vol. 28
Well Balanced

Stock quote: “If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.” Well Balanced Vol. 28 is a round-up of topics helping you get today right.  

Well Balanced
What if I don’t have enough to retire?
Podcast, FYR
What if I don’t have enough to retire?
Podcast, FYR

In the discussion, we focus on the significance of scenario planning for financial well-being. By evaluating different financial decisions and their effects on long-term plans, individuals can make more informed choices, with the end-goal of finding greater clarity and confidence in their financial journey. (podcast)

Podcast, FYR

About this Blog

Inspired by conversations with our clients, this collection of insights and perspectives continues the discussion. In the pages of this blog, you will find topics from financial stewardship and wealth management to Vector community news and lifestyle stories focused on helping all of us get today right.