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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…

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 brace for the volatility tsunami impacting a cross-section of risky assets (stocks, credit, commodities), greater uneasiness and a slowing U.S. economy could…

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 cycle low as of the end of July. Inflation has also moderated, easing to 3.0% in June, but remained too high to warrant…

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 15.4 million of whom are adults aged 65 and over — it’s a program that nearly 9 out of 10 retirees count on, in…

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 your estate planning complete, but trusts are critical for organizing how your assets are distributed during your lifetime…

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, which could have a big impact on your financial game plan! On that note, now is an excellent opportunity…

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 anticipated, the Federal Open Market Committee (FOMC) voted to leave the Federal funds rate unchanged at a target range of 5.25%-5.50% at…