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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 September rate cut and two rate cuts in 2024.”

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…

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…

HIGHLIGHTS Initial Thoughts on the Iranian Strikes on Israel? Geopolitical tensions rose even further over the weekend as Iran launched several hundred missiles and drones at Israel, reflecting the biggest increase in tensions in the Middle East in decades. The immediate impact on markets would be as we would expect given rising geopolitical risks: Higher…