Posts by Vann Equity Management
Come help Vann Equity Management Support “Make the Magic – UTD”
May 4th, 2024, | 7:00 PM Camp Kesem at University of Texas at Dallas invites you to join us for our annual Make the Magic fundraising event. Date and time Saturday, May 4 · 7 – 10pm CDT Location The University of Texas at Dallas 800 West Campbell Road Richardson, TX 75080 Show map About…
Read MoreFinancial Market Insight | April 17, 2024
Download April 2024 Report ↓ Financial Market Insight | April 17, 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 declined last week as June rate cut expectations plunged following the hotter-than-expected CPI report and as Treasury yields surged to multi-month highs.” Initial Thoughts on the Iranian Strikes on Israel?…
Read MoreThe Social Security Cost-of-Living Adjustment (COLA) Forecast for 2025 Was Just Updated & It May Surprise Retirees
Author: Trevor Jennewine, The Motley Fool Brisk inflation on the tail end of the pandemic led to a historic 8.7% cost-of-living adjustment (COLA) for Social Security benefits in 2023. Retired workers hadn’t received a pay raise that large in four decades. Yet, the 2023 Retirement Confidence Survey (RCS) conducted by the non-profit Employee Benefit Research Institute…
Read MoreHas the housing market turned a corner?
Despite recent strong housing completions, homeowner and rental vacancy rates have hardly budged off their multi-decade lows. The housing sector was one of the hardest hit areas of the economy when the Fed began raising rates, but there are signs activity has turned a corner. The “mortgage lock” effect, where households that had locked in…
Read MoreA Guide for the New 529 to Roth Transfer
In the ever-evolving world of financial planning, a significant change is on the horizon for families looking to optimize college savings through 529 plans. With the introduction of the 2022 SECURE Act 2.0, effective from 2024, parents, grandparents, and other family members now have a new strategy to consider in their financial planning arsenal. This…
Read MoreVann Equity Volunteers at Red Ballon League Tournament Benefiting Children’s Health
Red Balloon League Tournament benefitting Children’s Health℠ *FREE Entry & $15 per person Tournament Fee* Join us on April 21st to Support Red Balloon League Tournament benefitting Children’s Health℠! About this Event Registration is now open for the Red Balloon League Tournament benefitting Children’s Health℠! Grab the best Fowlers you know and enter into this single-elimination…
Read MoreFinancial Market Insight | March 2024
Download March 2024 Report ↓ Financial Market Insight | March 2024 HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 accelerated to new all-time highs thanks to the Fed upgrading its outlook for economic growth this year (and inflation expectations) while critically keeping three rate cuts penciled in for 2024, which…
Read MoreFinancial Market Insight | February 2024
Financial Market Insight | February 2024 HIGHLIGHTS STOCKS “The S&P 500 traded above 5,000 last week thanks to strong Treasury auctions reducing concerns about demand for U.S. debt and on generally solid economic data.” What Could Interrupt This Rally? Stocks extended the rally and the S&P 500 hit a new all-time high and finally topped…
Read MoreFinancial Market Insight | January 2024
HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks were little changed last week in very quiet trade as investors wanted a quiet end to a very strong 2023 as the S&P 500 rose more than 24% on the year.” Five Market Assumptions to Know as We Start 2024 The S&P 500 is…
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