Vann Equity Management, 4975 Preston Park Boulevard , Ste. #490, Plano, TX (2026)

Name: Vann Equity Management
Address: 4975 Preston Park Boulevard , Ste. #490, Plano, TX, 75093, US
Telephone: +12149830346

Using proprietary models, we screen for companies that exhibit strong financial DNA, hallmarks like consistent profitability and stable growth.

08/25/2026

Why should stock investors care when bond yields rise? It's a question worth asking when higher Treasury yields are making headlines.

Rising yields can affect the investment landscape in several ways:
• Bonds may become relatively more attractive compared with some riskier investments.
• Higher interest rates can increase borrowing costs for businesses and consumers.
• Rates can influence how investors value stocks, particularly companies whose earnings are expected further in the future.
• But higher yields don't automatically mean stocks will decline.

Markets respond to many factors. The bigger lesson: understanding what's driving markets can be more valuable than reacting to every headline.

Click the link below to learn more.

Educational only, not a recommendation. AI was used in the creation of these materials.

www.vannequitymanagement.com

08/12/2026

Markets climbed for most of 2026. Then they hit a pullback.

The S&P 500 returned 10.2% in the first half of the year, stayed roughly flat through July, then closed at a record on August 7. It's pulled back over the last two sessions since.

Two forces are behind the shift:
• Iran says the Strait of Hormuz stays closed, and oil is up more than 6% this week
• Nvidia's $500 billion AI financing deal split the market: Blackstone and Apollo jumped, while Alphabet and AppLovin fell

Same "AI stock" label, four different verdicts from the market this week.

Full story: https://www.vannequitymanagement.com/blog/record-highs-meet-hormuz-standoff.html

This is educational content only and not a recommendation to buy, sell, or hold any security. Investing involves risk, including loss of principal. Past performance does not guarantee future results.

07/29/2026

"Plunge." "Rout." "Bloodbath."

When markets fall, the headlines reach for drama — but none of those words
measure anything. They're editorial choices, not thresholds.

Three terms actually do:

• Pullback — roughly 5% to 10% from a recent high
• Correction — about 10% to 20%
• Bear market — 20% or more

These are conventions, not official designations. No regulator declares a
correction; the press applies the label once an index crosses the threshold.

And each measures depth, not direction — how far a market has already fallen,
not what comes next.

Knowing the ruler is how you read past the adjective.

Vann Equity Management
https://www.vannequitymanagement.com

This content is provided for informational and educational purposes only and
should not be construed as investment, tax, or legal advice. Investing
involves risk, including the possible loss of principal.

07/28/2026

Roth IRA or Traditional IRA — which one is right for you?

A Roth IRA is funded with after-tax dollars. Qualified withdrawals, including earnings, are tax-free, and there are no required minimum distributions during the original owner's lifetime. It's often considered by those who expect to be in a higher tax bracket in retirement.

A Traditional IRA may be funded with pre-tax dollars, which can reduce your taxable income now. Withdrawals are taxed as ordinary income in retirement, and required minimum distributions begin at age 73. It's often considered by those who expect to be in a lower tax bracket later, or want a deduction today.

Contribution limits are the same for both: $7,000 per year ($8,000 if you're 50 or older) for 2026. Income limits may apply to Roth IRA contributions.

Both can be powerful retirement savings tools — the right choice depends on your goals and tax situation.

This content is provided for informational and educational purposes only and should not be construed as investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

07/27/2026

This week gave markets two conflicting signals.

A cease fire between the United States and Iran helped ease oil prices and lift stocks. At the same time, concerns surrounding Chinese chipmaking equipment sent semiconductor shares lower.

Intel beat earnings and raised its outlook, yet the stock still fell nearly eight percent.

The next major test is already here. Roughly one third of the S&P 500 reports earnings this week, alongside a Federal Reserve decision and new GDP data.

Read the full market breakdown here:

https://www.vannequitymanagement.com/blog/cease-fire-rally-meets-chip-sector-scare.html

Disclosure: Vann Equity Management is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational and educational purposes only and is not investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Views are current as of the date posted and may change without notice.

Address

4975 Preston Park Boulevard , Ste. #490
Plano, TX
75093

Telephone

+12149830346

Website

http://vannequitymanagement.com/, https://www.instagram.com/vannequitymanagement/

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