Wealth Concept Blog

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “Stocks rebounded last week thanks to better-than-feared CPI/PPI data that eased worries the Fed was about to pause rate...

  Click here...

...

...

...

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...

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...

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...

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...

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...

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...

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...

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: –...

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...

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...

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...

HIGHLIGHTS The week of August 5, 2024, begins with a major global market sell-off following the Bank of Japan’s decision to tighten monetary policy for the first time in three decades. As investors...

As the summer heats up, the U.S. economy appears to be cooling down, with consumer spending slowing, delinquencies rising and the unemployment rate ticking higher to 4.1%, 70 basis points above its...

Story by Sean Williams For most Americans, Social Security provides an indispensable source of income. In addition to lifting more than 21.7 million people out of poverty every year — roughly...

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 hit yet another record high last week as CPI rose less than expected and boosted investor expectations for a...

When deciding between a revocable vs. irrevocable trust, one will need to consider their net worth and what type of tax shelter their heirs may need. It may be tempting to set up a will and consider...

While most eyes right now are on the tax year 2023 deadline, we believe it is worth reviewing the changes coming for next year’s taxes, filed in 2025. Scroll down for our overview of this information...

Vann Equity Management (214) 983-0346 4975 Preston Park Blvd. #490, Plano, TX 75093...

In the May CPI report, year-over-year headline inflation cooled to 3.3% from 3.4% – down one decimal, yet the median FOMC rate forecast for 2024 moved higher by half a percent. As widely...

HIGHLIGHTS STOCKS SOURCE: Factset and Vann Equity Management Research Team “The S&P 500 hit a new all-time high last week thanks to more AI enthusiasm and mostly Goldilocks economic data.” What is...

Here’s why the smartest of investors stick with the stock market for the long haul: If you have questions or need guidance, please reach out for help. Vann Equity Management would love to discuss your...

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...

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...

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...

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...

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...

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...

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...