Q3 Review:
Searching for Direction

Tax Loss Harvesting

Tax-loss harvesting allows you to sell investments that are down, replace them with reasonably similar investments, and then offset realized investment gains with those losses. The end result is that less of your money goes to taxes and more may stay invested and working for you.

Market Update: October 2022

At the start of earnings season, the growth rate was expected to be 2.6 percent. Over the long run, fundamentals drive market performance, so better-than-expected earnings growth was an encouraging signal, even though its pace has slowed this year. 

2022 Pediatric Food Allergy Golf Classic to benefit Johns Hopkins Children’s Center

On May 3rd, Vision Wealth Partners proudly co-sponsored and golfed in the Pediatric Food Allergy Golf Classic to…

Market Update: September 2022

Third-quarter market turbulence was primarily driven by rising interest rates, caused by increased investor expectations for higher short-term rates. The Fed hiked the federal funds rate a combined 150 basis points (bps) at its July and September meetings to slow economic growth and combat inflation, and more rate hikes are expected at the upcoming November and December meetings.

Q3 Review: Searching for Direction

After a quarter full of headlines and big market swings, we’re basically back to where we were, searching for direction as the market tries to predict the outcomes of the Fed’s tightening cycle.

The Impact of Behavioral Finance

What is behavioral finance and what impact can it have on your financial decision making? Join Jordan Hucht to learn more about how emotion plays into investing and what pitfalls you should be aware of.

Market 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.

Vision 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.

Market 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.

Building A Value Business or A Lifestyle Company

Determining which type of company you have, value business or lifestyle, is an important topic for a variety of reasons. Join Josh Weszka to learn more about the differences between two and their implications.

Market 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.

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.

Market 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.

Philanthropic 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.

Market 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.

Vision Co-Sponsors the Pediatric Food Allergy Golf Classic

Vision Wealth Partners, a financial planning and wealth advisory firm located in the heart of Howard County, is spending the upcoming weekend at the Pediatric Food Allergy Golf Classic to benefit the Johns Hopkins Children’s Center.

Vision Co-Sponsors the 2022 OhanaHC Annual 5k Race/Walk

Vision Wealth Partners is proud to co-sponsor the OhanaHC Annual 5k Race/Walk presented by M&T Bank on May 1. Created to unite community members of Howard County, attendees can expect a morning spent eating great food, playing games, and running or walking in rain or shine. 

Market 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.

Q1 Review: An Inflection Point

After high market volatility in the first quarter of 2022, the year's second stanza still leaves many questions unanswered in a song still being written.

A Guide to Weathering Market Volatility

“Bouts of volatility can be unsettling, and can leave you feeling concerned about your financial future.” Jordan Hucht talks about what you should think about, what you should focus on, and what you should do during bouts of market volatility.

Market Update: February 2022

Despite volatility, the February Market Update observes the average earnings growth rate is up notably, showing better-than-expected results in earning—an encouraging sign.

Impact Of War In Ukraine

It’s important to stay disciplined and keep a long-term perspective. Sound financial planning includes preparing for times like these.

Market Update: January 2022

Our January Market Update shows equity markets had a rough start to the year, but fundamentals showed signs of improvement during the month.

Vision Co-Sponsors The Maryland Innovation Center’s Holiday Party

Vision Wealth Partners proudly co-sponsored the Maryland Innovation Center’s (MIC) 2021 holiday party to build integral connections between companies and their potential customers to amplify business goals.

New Year, New Market?

The start to 2022 has been ugly for markets and is proving that this year’s playbook will look different than last year’s. Is this all bad news? Not necessarily.

2021 Maryland Innovation Center (MIC) Holiday Party

Vision Wealth Partners co-sponsored the 2021 Maryland Innovation Center’s Holiday Party, welcoming Howard County professionals in the tech…

Allow Us To Reintroduce Ourselves

Reintroducing Vision Financial Group as Vision Wealth Partners, a name and rebrand that better represents our approach and dedication to our client relationships.

Vision 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.

3rd Annual Our Kids Our Future Charity Golf Tournament

We’re glad to be back on the course again for the third annual Our Kids Our Future Charity…

VFG’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.

2020: The Final Chapter

As we brace for the final chapter of 2020, likely to be filled with covid spikes and political theatrics, let’s pause and consider where we are, what’s likely to come, and what to do.

Where Do We Go From Here?

As the public health crisis and our corresponding response continues to evolve, we’re finding ourselves staring down the tunnel of weeks, if not months, of continued uncertainty.

Questions on Your Mind

We’re in the midst of an unprecedented public health crisis that will have a sure, yet undefinable, economic impact. And there are probably several questions front and center on your mind.

Remembering Asset Allocation and Time Horizon

In times like these, it’s important to remember two of the most fundamental components of investment management – asset allocation and time horizon.

Inaugural Our Kids Our Future Golf Tournament

Vision Financial Group kicked off the inaugural Our Kids Our Future Charity Golf Tournament to fund the Vision…

Vision Office Ribbon Cutting