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Consumer Confidence Is Low — Here’s What That Means
A Moment of Low Consumer Confidence — and What’s Behind It
In the most recent episode of Well-Balanced, Vector’s Jason Ranallo discusses the latest drop in U.S. consumer sentiment. November’s readi…
Published on 10 hours ago
A simple lesson worth sharing: The power of compound interest with David Moser.
Some lessons are too valuable to keep to ourselves.
If there’s someone in your life—a child, grandchild, or friend—who’s just beginning to save or invest, consider passing along this episode of Well …
Published on 2 weeks ago
Minnesota Estate Taxes: What Non-Residents Need to Know about Owning Property in MN with Sharon Calhoun
If you own property in Minnesota but live elsewhere, you could face estate tax liabilities.
Let’s say you live in Florida but own property in the great state of Minnesota—perhaps a summer cabin or in…
Published on 3 weeks ago
FYR033: Online Scams: How to Spot and Stop Them Before It’s Too Late
Online Scams: How to Spot and Stop Them Before It’s Too Late
Fraudsters are getting smarter — and more personal. One in three adults will face an online scam attempt this year, and even the most te…
Published on 4 weeks, 1 day ago
FYR032: Medicare: Upcoming Changes and How to Prepare with Joe Grochowski
Medicare is an important part of retirement planning, and for many is a topic that can feel overwhelming—especially with significant changes on the horizon. In our latest video, Joe Grochowski, Senio…
Published on 1 month ago
FYR032: Your Fall Financial Checklist: 5 Simple Tasks with Chris Wagner
Fall is the perfect time to do a little “financial spring cleaning.” At Vector, we’re committed to helping our clients achieve long-term goals, but there are also some small steps you can take right …
Published on 1 month, 1 week ago
FYR031: 5 Tax Prep Opportunities Before Year End with Mike Nesheim
Fall is a natural time to pause, reflect, and make sure your financial plan is aligned. At Vector, we proactively look across our client’s financial picture to identify opportunities that could impro…
Published on 1 month, 3 weeks ago
MP025: The “September Effect”: Myth, Data, and Market Perspective
Why September Stands Out
If you’ve heard of the “September Effect,” you already know the reputation. Over a century of data, every month of the year has averaged a positive return for the S&P 500—e…
Published on 2 months, 1 week ago
FYR030: 3 Ways to Use Your Portfolio for Short-Term Borrowing with David Moser
In moments when you need short-term liquidity—whether for a home down payment, a business opportunity, or bridging a timing gap—your portfolio can offer more flexibility than you might think.
In our …
Published on 2 months, 2 weeks ago
MP024: All-time Highs, Earnings, Rates. Market Perspective with Vector’s Jason Ranallo
In this edition of the Well Balanced podcast, we dive into three major financial stories making headlines:
Stock Market Highs: The S&P 500 and NASDAQ have reached record highs, driven by optimism ov…Published on 2 months, 4 weeks ago