Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. Since 1993, we have helped our clients make the transition from wealth accumulation to wealth distribution. We offer a personalized investment policy and retirement income plan using SOJOURN our proprietary software application. We want to help our clients get today right! Our experience has shown us that when our clients have more confidence about tomorrow's possibilities they do a better job of enjoying today. Visit vectorwealth.com/regulatory for important disclosures about our investment advisory services. Vector Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. V23261048
External link for Vector Wealth Management
43 Main St SE, Suite 236
Minneapolis, MN - Minnesota 55414, US
In our latest podcast episode, Jason Ranallo, CFA, and Ezra Firkins ❇️ discuss strong market performance over the last couple of years and rebalancing opportunities.
In our latest episode, we discuss how tactics like rebalancing during strong market years and tax-loss harvesting in down market years can affect your portfolio. 🎧 Tune in for an accessible discussion on tax planning, capital gains, and portfolio management. #Taxes #WealthManagement #PortfolioPlanning
🍂 Autumn Inspiration at Vector Wealth Management! 🍂 As the leaves start to change, we’re here to help you embrace the season and get today right. From financial planning dates to exploring fall colors, our latest Well Balanced newsletter is packed with insights and resources to keep you feeling inspired and informed. 🧡 Check out a Well-Bal Collection of Podcasts & Posts focused on helping you live a purpose-filled life. 💚 New Resource – Navigating financial planning during a divorce. 🩷 Plan Your Scenic Drive – Find fall color reports for Minnesota, Wisconsin, and Iowa. 👉 Dive into the full newsletter here.
🚨The Federal Reserve’s recent half-point rate cut is its first major move since 2019. 📊 We discuss how the cut affects savings, mortgage rates, and markets. 👉 Watch or listen to this week’s Market Perspective podcast: https://lnkd.in/gqu2zezs
From revising your beneficiaries to handling retirement accounts, financial planning during divorce is just smart. Explore our essential tips for staying on track. 💼 #FinancialPlanning #Divorce https://lnkd.in/gZf9jAWP
🏦 Vector clients – good news! Rebalancing is already part of your portfolio management service. For everyone else, check out our free guide on how and when to rebalance. Keep your investments aligned with your objectives. https://lnkd.in/gUp9FTST #PortfolioStrategy #VectorWealth #FinancialPlanning
💼 New Podcast: Divorce and Financial Planning. Vector’s Sharon Calhoun, CDFA, and Scott Rose discuss the emotional and financial complexities of divorce. Listen in for expert insights on topics from asset division to building an independent financial future. 🎧 Don’t miss this insightful discussion! 👉 Listen here: https://lnkd.in/gWKwjYZF #Divorce #FinancialPlanning #WealthManagement
Vector Wealth Management reposted this
At the beginning of the year, we curated a list of books for both personal and business-related growth. August’s book, recommended by our partner Vector Wealth Management, is "The Price of Tomorrow” by Jeff Booth. Check out a summary and the full list of book recommendations here: https://lnkd.in/g4H-uNRn
🌍 What's your next travel destination? In our latest podcast, we talk with a client about their journey and recent retirement adventures, from an around the world with his family to reconnecting with nature in Botswana. Get inspired to plan your next trip and learn some savvy travel hacks along the way. 🎧 #TravelGoals #RetirementLife #Podcast #SlowTravel https://lnkd.in/g5_ZxqJW
💡Stay focused on long-term financial objectives despite fluctuations in inflation and the stock market. 📊At Vector, we believe owning assets that outpace inflation coupled with financial planning for short-term uncertainty helps to ensure you can navigate market volatility. Jason Ranallo, CFA shares his insights on markets and the economy. 📈
Concerned about a market crash? You're not alone. But avoiding the stock market entirely might limit your potential gains. Learn how diversification and a sound strategy can help you weather market volatility. 🌐💰 #FinancialPlanning #InvestSmart #MarketInsights https://lnkd.in/eVfTTvhv