Q2 REVIEW: UNDERSTANDING
THE BEAR
Forgive me in advance, as this newsletter will be a bit longer and more technical than usual. My intent is to help you understand the current bear market, the factors that led us here, and what will likely determine what happens next.
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September 9, 2022Market Update: August 2022
July brought a strong start to the second half of the year for markets, with all three major U.S. indices experiencing gains. Although all three are still in red for the year, these results helped to offset some second quarter losses. Fundamentals showed signs of positive progress during the month as well.
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August 18, 2022Vision Scholarship Fund Helps HCPSS College Students Thrive
The Vision Financial Group Scholarship Fund for HCPSS graduating seniors eases the financial burden of college tuition so students can engage fully in their college community and studies. The Scholarship is funded in part by the annual Our Kids Our Future Charity Golf Tournament and its generous sponsors.
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August 15, 2022Market Update: July 2022
July brought a strong start to the second half of the year for markets, with all three major U.S. indices experiencing gains. Although all three are still in red for the year, these results helped to offset some second quarter losses. Fundamentals showed signs of positive progress during the month as well.
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July 20, 2022Market Update: June 2022
Equity markets experienced widespread selloffs in June as fears of a potential recession and continued high inflation weighed heavily on investors. This capped off a challenging second quarter for markets, as all three major U.S. indices ended the month and quarter down.
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June 9, 2022Market Update: May 2022
Markets showed mixed results in May, but positive economic growth continues. While fundamental factors were supportive during the month, technical factors were not. Fundamentals drive long-term market performance, so continued earnings growth is a good sign for long-term performance.
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May 24, 2022Philanthropic Strategies: Donor Advised Funds
Donor advised funds are one of the most often overlooked philanthropic strategies for corporations or private individuals. Jason Weszka provides insights on the benefits of using donor advised funds to organize and plan philanthropic giving.
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May 16, 2022Market Update: April 2022
It was a rocky start to the spring for markets. With less focus on medical risks and more focus on the challenges associated with returning to normal economic conditions, the most notable challenge we’re currently facing is the high level of inflation throughout the economy. Very real risks remain, but the most likely path forward for the U.S. economy remains continued growth.
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April 14, 2022Market Update: March 2022
Equity markets partially bounced back in March, driven by a strong run in the second half of the month. While negative headlines and shifting risks may lead to further short-term turbulence for markets, strong fundamentals and continued economic recovery should help support markets over the long term.
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November 2, 2021Vision Wealth Partners Welcomes New Advisor Assistant Vient McKoy
Vision Wealth Partners (VWP) is proud to welcome Vient McKoy as the newest member of its team. In his role as Advisor Assistant, Vient will provide direct support to the Partners of the firm and bolster the firm’s client service model.
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August 31, 2021VFG’s Jordan Hucht Named to Board of Suited for Change
Vision Financial Group is proud to announce that Partner and Financial Advisor Jordan Hucht, CFP®, ChFC®, AIF®, was nominated for and has recently joined the Board of Directions of Suited for Change, a Washington, DC-based non-profit organization.
