?? Well Balanced Volume 36 covers: ? The latest stock quote ?? ? A brain-teasing riddle ?? ? A must-know tax season reminder ?? ? A prioritization framework to keep you on track ?? ? Fresh Vector posts & podcasts ?? ? A security tip: What’s Your PIN? ??
Vector Wealth Management
金融服务
Minneapolis，MN - Minnesota 543 位关注者
We'll help you plan for the future while getting today right.
关于我们
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
- 网站
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https://www.vectorwealth.com
Vector Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Minneapolis，MN - Minnesota
- 类型
- 私人持股
- 创立
- 1993
- 领域
- Wealth Management Services、Retirement Income Planning、Financial Planning、Tax Planning、Investment Management和Sojourn - Our Proprietary Planning Tool
地点
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主要
获取路线
43 Main St SE, Suite 236
US，MN - Minnesota，Minneapolis，55414
Vector Wealth Management员工
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Charlie Gruys, CFP?
Wealth Advisor at Vector Wealth Management
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Thomas Fee
Principal, Managing Partner Vector Wealth Management
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J. Scott Rose
Experienced business development professional with a proven track record of elevating client relationships and driving revenue growth
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Joe Grochowski, CFP?, ChFC?
Senior Wealth Advisor at Vector Wealth Management
动态
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Vector's Jason Ranallo, CFA talks about the fluid nature of tariffs and their potential implications for U.S. economic growth.
?? Tariffs & the Super Bowl: What Do They Have in Common? You might wonder—do tariffs or the Super Bowl cause inflation? In the short term, yes. Both can create localized economic shifts: tariffs drive up prices on goods, while the Super Bowl pushes up hotel rates, ride-share costs, and restaurant bills. But here’s the key: Neither tariffs nor the Super Bowl create new money—they just redistribute it. ?? Super Bowl fans spend big on tickets, travel, and food, shifting dollars that might otherwise go to a new car or vacation. ?? Tariffs move spending from importers to domestic producers, altering supply chains and local pricing. For investors, tariffs create short-term volatility but don’t change long-term market fundamentals. Diversification remains an important tool for navigating uncertainty. Listen to our new podcast for more: https://lnkd.in/gWwB-36q #Investing #Tariffs #SuperBowl #Markets #Economy
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On any given day, the odds of the S&P 500 ending in the green are around 53 percent. Nearly the same odds as the flip of a coin. On the surface, participating in a daily venture where half the time you lose may seem counterintuitive. And yet.. https://lnkd.in/gyjx6MPD
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???? Why do markets move? It’s not just about today’s data—it’s about what investors expect tomorrow. Nvidia’s stock swings, the Federal Reserve’s rate decisions, and even TikTok-fueled tourism all have one thing in common: expectations shape economic reality. When new information enters the system, markets adjust—sometimes gradually, sometimes in dramatic waves. Those who remain steady amid uncertainty, adjusting without overreacting, we believe, are the ones who often come out ahead in the long run. ?? Get the full story in this week’s Market Perspective podcast: https://lnkd.in/gANsaMQJ #Markets #Investing #Economy #MarketTrends
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Vector is proud to support Melissa Hannah Fritz and her first season of Inside Senior Living. Congratulations! (photo: Vector Advisor Joe Grochowski, CFP?, ChFC? & show host Melissa Fritz)
It was a fantastic night celebrating Inside Senior Living. The first-of-its-kind national tv series that highlights the struggles of aging adults and caregiving. Congratulations Melissa Hannah Fritz and team. Your perseverance is inspiring. How many of us can say they created and produced their own tv show from scratch with no experience? #InsideSeniorLiving #PBSNorth
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?? Sharp Edges and Smooth Runs ??? Have you ever thought about how ski maintenance parallels financial planning? In our latest podcast, Vector advisor Charlie Gruys dives into the art of tuning skis and dialing in your financial planning. ??? Takeaways: ? Regular maintenance can lead to optimal performance. ? Choose the right tools—whether skis or investment accounts. ? Budget reviews = Gear check-ups. ? Balance your skis and your portfolio. ? Resilience matters on the slopes and in life. We’d love to hear your stories of deferred maintenance. What have you finally crossed off your list? Let us know in the comments! ?? Listen now: https://lnkd.in/g87zfkkh #FinancialPlanning #Skiing #Mindset #Podcast
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Capital Gains Tax: Exclusions for Your Primary Home One of the most significant tax benefits for homeowners is the home sale exclusion, which allows you to exclude a portion of your real estate's capital gains from taxes. To qualify, you must meet these criteria: ? Ownership: You owned the home for at least 2 years. ? Use: You lived in the home as your primary residence for at least 2 of the last 5 years. ? No Recent Exclusion: You haven’t claimed this exclusion on another home sale in the past 2 years. If you qualify, you may exclude up to: ? $250,000 (if filing as a single taxpayer) ? $500,000 (if married and filing jointly) ?? Are you eligible? Learn more about this valuable tax break in our latest blog:
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Get the the full conversation with Kara and Jason here: https://lnkd.in/gTnQ82xN
?? Retirement Planning: Why a Bucket-Based Approach Matters As retirement approaches, priorities shift from accumulating wealth to ensuring reliable income. We highlight why a bucket-based approach can be a game-changer. ?? 1–3 Years from Retirement? Now may be time to set aside stable, reliable assets for income needs. This type of strategy helps protect against the risk of selling stocks in a down market. Check out our full 2025 Market & Economic Outlook with Kara Murphy, CFA and me for more insights: https://lnkd.in/g_NERsTc #RetirementPlanning #FinancialSecurity #BucketApproach #VectorWealth
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Kara Murphy brings an unexpected twist to investing with a Barbie-themed exercise. ?? Which Barbie do you think was the best-selling of all time? Malibu Barbie? George Washington Barbie? The answer might surprise you—and it’s a perfect parallel to investing. Just like in this fun exercise, investors work with limited information, make educated guesses, and forecast future value. It’s a reminder that while we’ll never have perfect data, thoughtful decision-making is key. Watch the full clip and explore more insights with Vector's Jason Ranallo, CFA here: https://lnkd.in/gTnQ82xN #InvestingInsights
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?? Election Cycles & Market Trends: What History Tells Us What happens to markets post-election? Kara Murphy, CFA breaks it down: ?? Semiconductors vs. Software: After Election Day, software stocks (largely U.S.-made) outperformed semiconductors (largely produced overseas) due to tariff concerns. ?? Red vs. Blue Baskets: Stocks expected to thrive under a Republican administration surged immediately post-election. But, as history often shows, these trends faded just weeks later. The takeaway? Market reactions tied to elections can be short-lived, reinforcing the importance of a long-term perspective. Get the full analysis from Kara and Jason Ranallo, CFA in our latest discussion: https://lnkd.in/gTnQ82xN #ElectionCycles #MarketTrends #FinancialPlanning #VectorWealth