Ezra Firkins

From time in the market to managing risk beyond market volatility, this discussion will help you understand a case for long-term investing. Listen to our podcast with Vector’s Charlie Gruys.

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)

Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.

Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.

Learn about passing on your wealth while ensuring your financial stability. From lump sum inheritance planning to lifetime gifts, Joe's thoughtful guidance in this podcast will help you explore your options and make decisions that honor your family's values.

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.

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).

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)

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)

This week’s podcast is a discussion focused on the balance between holding cash and long-term investments. We compare investment strategies for individuals and large-scale entities given the backdrop of potential interest rate cuts by the Federal Reserve.

Of the $34 trillion of US debt outstanding, around 30 percent is expected to be refinanced at potentially higher rates in 2024. We discuss the implications of a trillion dollar interest payment alongside the Fed’s mandate of stable prices through the setting of interest rate policy.

In-depth discussion of several themes focused on markets and the economy. Topics include: Q4 Performance, the Magnificent 7, and Interest Rates. (Video & Podcast)