Posts by Vann Equity Management
Unlock the Secret to Doubling Your Retirement Savings: The Rule of 72 Explained
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…
Read MoreFinancial Market Insight | October 2024
Download August 2024 Report ↓ Financial Market Insight | October 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks declined modestly last week as Treasury yields rose to multi-month highs while earnings results were a bit more mixed, although the declines were modest especially compared to the recent rally.” A Critical Two…
Read MoreSeptember Snapshot
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…
Read MoreHIGHLIGHTS FROM THE 2024 GIPS®STANDARDS ANNUAL CONFERENCE
In this edition of GPS Insights:
Read MoreFinancial Market Insight | September 2024
Download September 2024 Report ↓ Financial Market Insight | September 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks rallied and the S&P 500 climbed close to previous all-time highs thanks to solid tech earnings from ORCL and increased expectations for a 50-bps rate cut from the Fed” How to Explain This…
Read MoreRollercoaster Retirement: How to Enjoy the Ride When Your IRA Takes a Nosedive!
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…
Read MoreBoost Your Credit Score: Do’s and Don’ts
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. –…
Read More7 Steps to Saving and Investing for a Secure Financial Future
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…
Read More7 Steps to Effective Portfolio Management: Building Wealth Over Time
Introduction: Managing your investment portfolio effectively is key to achieving both short-term and long-term financial goals. Whether you’re new to investing or a seasoned pro, these seven steps can help you build and maintain a portfolio designed for growth, stability, and resilience. Content: 1. Define Your Financial Goals Start by clearly identifying what you’re investing…
Read MoreThe Rise of Tech Stocks: Riding the Wave of AI and High-End Chips
In the ever-evolving landscape of the stock market, tech stocks have emerged as a powerhouse, consistently drawing the attention of savvy investors. The recent surge in tech stocks can be attributed to two primary factors: the rapid advancements in artificial intelligence (AI) and the booming high-end chip market. At Vann Equity Management, we are passionate…
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