Podcast Episodes
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MP004: Market Update with Jason Ranallo
Did you know that over half of the global voting populace will have the chance to vote in what’s been dubbed the biggest election year in history.
In…
2 years, 2 months ago
FYR005: The 10 Best Days with David Moser
In this latest podcast episode, David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the mar…
2 years, 2 months ago
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 lif…
2 years, 3 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 epis…
2 years, 3 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 dis…
2 years, 4 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 commun…
2 years, 4 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…
2 years, 5 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 sec…
2 years, 5 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 as…
2 years, 5 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 int…
2 years, 5 months ago