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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 Oct 16, 2024
Wednesday Oct 16, 2024
In our latest podcast episode, Jason Ranallo, Director of Portfolio Management, provides an in-depth review of recent market performance and key economic trends. Starting with last quarter’s market performance and discussing recent all-time highs. We also cover September’s Federal Reserve cut, yield curve normalization, and mortgage rates.
Whether you're interested in understanding the current state of the market or looking for a deeper strategic understanding, this podcast episode offers a comprehensive overview. Tune in to gain a better understanding of the economic landscape. The central themes of our conversation, along with start times, are listed below as chapters.
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Chapters:
Market All-Time Highs and Performance:
Discussion of the markets hitting all-time highs, particularly the S&P 500, with an overview of market trends and volatility, as well as recent stock market milestones.
Starts at 00:00
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U.S. Stock Market Performance and Global Markets:
A detailed review of the U.S. stock market’s performance for the quarter, including gains in the S&P 500, Nasdaq, Dow Jones, and a look at emerging markets and international stocks.
Starts at 00:31
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Portfolio Diversification and Asset Allocation:
Explanation of how different asset classes—U.S. small-cap stocks, international, developed, and emerging markets—fit into a long-term diversified portfolio, balancing risk and reward.
Starts at 01:48
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Gold's Recent Performance:
Insight into gold’s role as a portfolio diversifier, its long-term historical performance, and why it has shown strong returns recently.
Starts at 02:22
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Federal Reserve’s Rate Cuts and Inflation:
Discussion of the Federal Reserve’s September rate cut and its impact on inflation, employment, and future interest rate movements.
Starts at 03:50
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Yield Curve and Bond Market Behavior:
Overview of the yield curve, including its recent inversion and return to normal, and the performance of the bond market in response to falling interest rates.
Starts at 06:24
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Mortgage Rates and Housing Market:
Exploration of how interest rate cuts have affected mortgage rates and borrowing costs, and how homeowners are adjusting to the changes in rates.
Starts at 08:48
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Investing at All-Time Highs and Rebalancing:
A discussion on whether to invest or pull back when markets are at all-time highs, including thoughts on rebalancing portfolios and managing risk.
Starts at 12:02
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