For Your Reference
Featured
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)
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)
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)
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)
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? Vector’s Mike Nesheim discusses annuities. (podcast)
Knowing your business’s valuation today could be more helpful than you think. Your valuation can help inform your future plans, growth opportunities, and when the time comes, how much someone else might be willing to pay for your company
Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.