Podcast Episodes
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FYR004: Charlie Gruys: What if I don’t have enough to retire?
In our latest podcast, Vector wealth advisor, Charlie Gruys delves into the role of scenario planning to align one’s investment policy with their life needs and goals. The conversation explores how e…
Published on 1 year, 7 months ago
FYR003: Understanding Annuities with Mike Nesheim
Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go?
In this podcast episode, we talk through annuities with Vector senior …
Published on 1 year, 7 months ago
MP003: Powell and Buffett: In the News
In this week’s episode of our Market Perspective podcast, we dive into recent financial news and its implications on the economy.
We kick off the discussion with Federal Reserve Chairman Jerome Powel…
Published on 1 year, 8 months ago
FYR002: Choosing a Senior Living Community
Sharon Calhoun, managing director at Vector, is joined by senior housing counselors Liz Rue and Lisa Woltrang from Folkestone, a senior living community in Wayzata. In this conversation, they emphasi…
Published on 1 year, 9 months ago
MP002: When. Not If.
In our latest podcast episode, we talk about the Federal Reserve's recent stance on interest rates, sparked by Federal Reserve Chair, Jerome Powell's remarks this week. Contrary to the anticipated ra…
Published on 1 year, 9 months ago
MP001: Market Update January 2024
Our Market Perspective this week covers several topics focused on markets and the economy. The timestamps and chapters listed below mark specific sections for easy access to topics. Otherwise, start …
Published on 1 year, 9 months ago
MP001: Bitcoin ETF Market Perspective
The Securities and Exchange Commission, SEC, approved 11 Bitcoin ETFs this week. Now, I expect that many in our audience have heard of the digital asset Bitcoin, even if they are not sure what it is …
Published on 1 year, 10 months ago
FYR001: Concentrated Position
Key Take Aways
A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio.
Concentration introduces a risk factor to the portfolio where the l…
Published on 1 year, 10 months ago
WB000: Sine of the Times - Investing can be an emotional roller coaster.
Investors, broadly, make rational decisions sometimes. For all the other times, emotion plays a part. This is not new; this is part of the reason markets go through cycles. The image of a sine wave w…
Published on 1 year, 10 months ago