Posts by Vann Equity Management

Happy Thanksgiving from Vann Equity Management CONFIDENTIALITY NOTICE. The information contained in this e-mail, including any attachments is confidential. This information is intended for the exclusive use of the addressee(s). If you have received this communication in error, please notify us immediately by replying to this message and permanently delete this e-mail, its attachments, and…

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks surged following more Goldilocks economic data and following the Republican sweep inthe election, which will result in more pro-growth economic policies.”

Ever wondered if there’s a magic formula that could accelerate the growth of your retirement savings? Well, put on your thinking cap because we’re about to delve into the Rule of 72—a simple yet powerful mathematical concept that can help you understand how to double your money without any sleight of hand! The Great Disappearing Act of…

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks declined modestly last week as Treasury yields rose to multi-monthhighs while earnings results were a bit more mixed, although the declineswere modest especially compared to the recent rally.”

Expectations were low for September, as the month with the worst track record (averaging -1.16% per month since 1926 for the S&P 500) started off with the worst week, down 4.25%, since March 2023 (-4.55%) according to data gathered from S&P Global.  The Street’s motto for September then became “plan for the worst and pray…

In this edition of GPS Insights:

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks rallied and the S&P 500 climbed close to previous all-time highsthanks to solid tech earnings from ORCL and increased expectations for a50-bps rate cut from the Fed”

Buckle up, retirement thrill-seekers! Investing for retirement is like strapping into the wildest rollercoaster at the Financial Amusement Park. There are heart-stopping climbs, stomach-churning drops, and enough twists and turns to make your head spin. But unlike a real rollercoaster, you can’t just hop off when things get scary. So, let’s learn how to throw…

Introduction:   A good credit score opens doors to better financial opportunities. Follow these do’s and don’ts to boost your score and keep it strong. Content: Do’s: – Pay Your Bills on Time: Payment history is the most significant factor in your credit score. Make sure you pay all bills by their due date. –…

Introduction: Saving and investing are the cornerstones of financial security. Follow these seven steps to develop a solid financial plan that benefits you both now and in the future. Content: 1. Set Clear Savings Goals Identify what you’re saving for. Whether it’s an emergency fund, a big purchase, or retirement, having clear goals helps you…