Skip to content
Vector3 Wealth Management logoVector3 Wealth Management logo
  • Home
  • Our Team
    • Our Team
    • John Pak
    • John Nahas
    • Patrick Jeffs-Catone
    • Matthew Catone
    • Jill Schindler
    • What Makes Us Different
  • Corporate Cash Management
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Sudden Wealth
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • M2E04-Santa Cruz, CA
    2240 Encinitas Blvd Suite D #421 Encinitas, CA 92024 T: 858.886.8138
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Despite headwinds, fundamentals remain strong
5/22/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
Despite headwinds, fundamentals remain strong
5/22/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing
Read
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Read
Inflation persists as the Fed Chair's term expires
5/18/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Key challenges ahead for new Federal Reserve leadership
5/15/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving

Are you ready? Let’s uncover the possibility of working together.

Vector3 Wealth Management logoVector3 Wealth Management logo
  • 2240 Encinitas Blvd Suite D #421 Encinitas, CA 92024
  • 858.886.8138
  • Map & Directions
  • Map & Directions

Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Vector3 Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training.

Golden State Equity Partners CRS