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Well Balanced | Financial Planning, Bucket-Based Investing, Market Perspective, Wealth Management. A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed. Disclosures about our firm and this podcast. Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Our Market Perspective this week covers several topics focused on markets and the economy. The timestamps and chapters listed below mark specific sections for easy access to topics. Otherwise, start from the beginning and enjoy a rich discussion of context and perspective.
Times and Topics
(minutes : seconds ... chapters)
00:10 ... Put me in Coach
01:23 … Market Update
02:00 … Q4 Performance
04:06 … Magnificent 7 & Breadth
07:47 … Interest Rates
13:45 … After High Rates
16:35 … Inflation & CPI
21:54 … Consumer Balance Sheet
30:09 … Election Years & Returns
33:47 … Time in the Market vs Timing Markets
35:19 … Levers & Outlook
38:57 … Regulatory Information
Please contact us at hello@vectorwealth.com or leave a voicemail at (612) 484-5399 about the show. Questions are welcome. We’ll aim to incorporate your feedback into future episodes.
This discussion was recorded on January 18th, 2024, with Vector’s Jason Ranallo, CFA® and Communications Director Ezra Firkins.
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