1.2K
Downloads
36
Episodes
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
Friday Nov 15, 2024
Friday Nov 15, 2024
With major stock indices at record highs, some investors are asking, ‘Is now the time to pull back?’ In this podcast we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential.
Key discussion points:
Market Milestones in 2024
- 51 all-time highs, the Dow at 44,000, and the S&P 500 above 6,000
What Happens After All-Time Highs?
- Looking back: Discussion of all-time highs and historical growth over time.
The Recession Question: Is It on the Horizon?
- Low unemployment, continued economic growth, and the Fed’s rate cuts lead us to believe we won’t see a recession in the near term.
Why Long-Term Investment Is Key
- It can be a bumpy road to the long-term average. Setting aside short-term investments to cover immediate needs so that long-term investments can weather market downturns.
-
Regulatory
vectorwealth.com/regulatory
Item: V24319184
-
The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.