Posts by Vann Equity Management

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:

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…

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…

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…