In this update, Jason Ranallo explores how a steady, fact-aware framework can help investors navigate today’s turbulent market. From shifting trade policies to ongoing market turbulence, we talk through headlines and apply a disciplined, long-term perspective designed to keep you focused on what matters most: your financial goals.

Consumer sentiment dropped again in March, hitting its lowest level since 2022. When people feel the worst about the economy, markets have often performed well in the 12 months that follow. (podcast)

Market pullbacks can feel unsettling. In this episode, Jason Ranallo discusses the latest market movements, puts them in historical context, and talks through why staying diversified and disciplined is key to long-term success.

Quite often, one spouse handles the finances in the household. In this episode, we discuss how a collaborative financial plan can provide clarity, confidence, and security for both partners—before life’s unexpected moments happen.

When it comes to managing your investments, one size doesn’t fit all. Some people prefer to hand over the reins to a professional, while others like to stay in control of every decision. These two approaches—discretionary and non-discretionary investment management—offer distinct ways to manage your portfolio.

Vector Advisor Chris Wagner discusses key financial planning topics for the new year, including Required Minimum Distributions (RMDs), tax-smart giving strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds. The new year marks a great reminder to review account beneficiaries and ensure your financial plan is on track. (podcast)

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)

In this podcast, M&A attorney Matthew Hartranft shares practical strategies to prepare your business for a successful exit. From understanding your business’s true value to leveraging negotiations, discover actionable insights that maximize outcomes in today’s dynamic market.