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Is the Fed confident it can cut rates this year?
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…
Read MoreWhen it comes to investing in the stock market, TIME, not timing, matters most
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 plans and help you make the most of your investing years. Hope to hear from you soon. The information contained…
Read MoreThe Investment Advice Fiduciary Regulation is Here. Here’s What You Need to Know:
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…
Read MoreCome 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 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…
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