IMPACT OF
WAR IN UKRAINE
With the situation in Ukraine now escalated into actual military conflict, it’s natural to be concerned about the impact on the financial markets and your portfolio. So, let’s examine what the latest developments mean for your investments and financial planning.
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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 30, 2021Upcoming Events 2022
We hope to resume live events soon. Please check back.
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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.
