Download April 2025 Report     HIGHLIGHTS Important Read Bull vs. Bear: Which Argument Makes More Sense? Market Preview: Will There Be Any Tariff Relief? Economic Cheat Sheet: Focus Turns to Inflation (CPI on Thursday) What the Tariff Announcement Means for Markets The Bull Case vs. the Bear Case Post Tariffs At the time of…

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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…

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Federal courts have described fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA) as the “highest known to law.” On April 23, 2024, the DOL announced updates to the investment advice fiduciary regulation (formally known as the Retirement Security Rule), which brings many more financial professionals under the ERISA fiduciary umbrella. The determination of…

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