
BLOG POSTS
Medicare: Upcoming Changes and How to Prepare
Changes to Medicare are coming in 2026, impacting coverage options, costs, and enrollment rules. Learn what’s new and discover the steps you can take now to ensure you’re prepared.
Your Fall Financial Checklist: 5 Simple Tasks
As the year winds down, fall is the perfect season to check in on your finances and clear away clutter. These five simple tasks—from reviewing beneficiaries to organizing key documents—can help you start the new year with clarity and confidence.
5 Tax-Prep Opportunities Before Year End
Fall is the perfect time to review your financial plan and uncover year-end tax opportunities. In our latest podcast, we highlight strategies like Roth conversions, tax-loss harvesting, and charitable giving.
September and Markets: History, Outliers, and Investor Takeaways
September is the only month in market history with a negative average return. But that reputation is shaped by a handful of extreme events, not steady seasonal weakness. Here’s how to view September in context—and why disciplined, long-term investing turns uncertainty into opportunity.
3 Ways to Use Your Portfolio for Short-Term Borrowing
Discussion of smart, flexible ways to access short-term liquidity. In this episode, we explore three liquidity strategies using your portfolio—60-day IRA rollovers, margin loans, and pledged asset lines. (Podcast with David Moser)
Market Perspective on All-time Highs, Earnings, and Rates
Join Vector’s Jason Ranallo as we explore stock market highs, robust earnings, and the future of interest rates in our latest podcast episode. Read, watch or listen.
Minnesota Veterans Pantry, Charitable Giving and Financial Planning
Tom Lyons—a Vietnam-era U.S. Air Force veteran, M&A advisor, and passionate philanthropist—shares how his military service inspired founding the Minnesota Veterans Pantry. (podcast hosted by Chris Wagner)
Business Valuations and Exit Strategies with Tom Lyons
Interview: Tom Lyons, founder of Faelon Partners Ltd., is a seasoned M&A advisor and author with over four decades of experience helping business owners maximize valuation, develop exit strategies, and align outcomes with their wealth and retirement goals. (podcast hosted by Sharon Calhoun)