Vector Wealth Management
金融服务
Minneapolis，MN - Minnesota 549 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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Did you know that Americans spend 7.9 billion hours each year just filing taxes? That’s equivalent to $413 billion in economic value—just to comply with tax regulations! ?? The tax process might seem overwhelming, but at its core, it follows a few key steps: ?? Start with gross income (salary, investments, pensions, etc.) ?? Subtract adjustments to get adjusted gross income ?? Choose between the standard deduction or itemized deductions ?? Subtract any tax credits to determine your final tax bill Want a clearer breakdown of the tax process? We’ve got you covered! Read more: https://lnkd.in/gr3kM-_t
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?? Market Volatility: What Investors Should Know Stock market swings can feel unsettling. In our latest podcast episode, we break down what’s driving recent market declines, provide some historical context, and explain why we believe a diversified, structured strategy is key to enduring volatility. These moments are a natural part of investing, and we believe sticking to a well-designed financial plan can make all the difference. ?? Watch the full episode on our blog or subscribe to the podcast. https://lnkd.in/gs7eaKNE #Investing #MarketUpdate #WealthManagement #StockMarket #FinancialPlanning
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Are You Over 50? Don’t Miss This Retirement Boost! If you’re 50+ and worried about retirement savings, catch-up contributions could be your game-changer! ?? ?? 401(k) limit in 2025: $23,500 ?? Over 50? You can contribute up to $31,000 ?? Ages 60-63? Your limit increases to $34,750 The difference? Potentially years of extra retirement income. Don’t leave money on the table—learn how to maximize your savings today! ?? https://lnkd.in/ghJasb9s
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Thank you for sharing this wonderful story?Kristen M Mueller!
I take the burden of day-to-day operations from Advisors who have better things to do with their time.
Tomorrow, March 8th is International Women's Day 2025. Q: Who is a woman who has inspired your career? A: Sharon Calhoun Flock is the incredible woman who gave me my first opportunity in the financial services industry 23 years ago. At the time, I had no experience or knowledge of the field, but her mentorship, guidance, and unwavering belief in me sparked my passion for it. She is not only incredibly smart and strong but also has a contagious sense of humor that makes every challenge feel conquerable. Under her leadership, Vector Wealth Management has grown from the small, five-person office in 2002 to a powerhouse firm with over a billion in AUM and a thriving team across multiple departments. Her vision and dedication have not only transformed the company but have also shaped countless careers, including mine. Whenever I face a difficult situation or a challenge in my career, I often find myself asking, “What would Sharon do?” And with that mindset, I put my big girl pants on and move forward with determination to get the outcome I want. Sharon, thank you for being such a remarkable mentor and role model. Your strength, wisdom, and leadership continue to inspire me, and I’m forever grateful for your influence in my life and career. You are truly one of a kind! Thank you Sharon! You are truly an inspiration! #IWD25
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?? Have you and your spouse or partner had “the financial talk”? It’s not the easiest conversation, but it’s one of the most important. In this episode, Michael Nesheim, CFP? and Ezra Firkins ?? discuss how planning together can protect the surviving spouse’s financial future and your legacy.
Many households rely on one person to manage finances. But what happens if they’re suddenly not there? In this episode, I dive into how couples and families can prepare for financial transitions and ensure stability for the surviving spouse. ??? Don’t wait—start planning today! Listen to the podcast to get started: https://lnkd.in/g5Kixax6
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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