BLOG POSTS
Strong Market Performance & Rebalancing Opportunities
Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)
Divorce: Financial Planning Considerations with Sharon Calhoun
Scott Rose and Sharon Calhoun dive into divorce's emotional and financial challenges, offering insights on navigating this major life transition. From asset division to mediation strategies, listeners will learn about practical next steps to help plan for an independent financial future.
Savings Strategies for College and Beyond with Chris Wagner
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.
Master Your Next Car Purchase with Vector’s Mike Nesheim
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.
Social Engineering & Cybercrime
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)
Market Update April 2024
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)
The Ten Best Days with David Moser
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)