Blog | Vernon Management

Everything You Need To Know About 401k Rollovers

Jacob Vernon

Aug 21, 20232 min read

Everything You Need To Know About 401k Rollovers

Have you recently changed jobs, retired, or lost your job and need to rollover your 401k? If so, you are not alone. Millions of people...

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What does it mean to be a fiduciary? Why it’s important for your advisor to be one

Jacob Vernon

Aug 14, 20231 min read

What does it mean to be a fiduciary? Why it’s important for your advisor to be one

As a financial advisor, being a fiduciary means you must always act in your client's best interest, which is a legal obligation. This is...

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The Nasdaq Composite: August 2003 and August 2023

Rusty Vernon

Aug 10, 20231 min read

The Nasdaq Composite: August 2003 and August 2023

In May of 2003, the Nasdaq Composite started to rally after a brutal bear market that had started 3 years earlier. In August of that...

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6 Tips on How to Create a Budget (Monthly Budget Template for Google Sheets Attached)

Jacob Vernon

Jul 5, 20232 min read

6 Tips on How to Create a Budget (Monthly Budget Template for Google Sheets Attached)

Creating a budget can be a daunting task, but it's an essential part of managing your finances and achieving your financial goals. Here...

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Traditional IRA vs Roth IRA: Which is the Right Choice for Your Retirement?

Jacob Vernon

Jun 28, 20232 min read

Traditional IRA vs Roth IRA: Which is the Right Choice for Your Retirement?

When it comes to investing for retirement, there are a lot of options out there. Two popular choices are traditional individual...

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A Quick Guide to Creating Your Own Investment Plan

Jacob Vernon

Jun 21, 20232 min read

A Quick Guide to Creating Your Own Investment Plan

Creating your own investment plan can be daunting, but it doesn't have to be. With some research and thoughtful planning, you can create...

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Jacob Vernon

Jun 14, 20233 min read

How to Become Financially Independent

Becoming financially independent is a goal that many of us aspire to achieve. It means having the freedom to pursue our passions and live...

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Jacob Vernon

Jun 7, 20233 min read

Safe Investments for Seniors

How to Protect Your Capital When You Are Approaching Retirement or Already In Retirement As you approach retirement or are already in...

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6-Step Guide to Plan for Your Retirement

Jacob Vernon

May 31, 20232 min read

6-Step Guide to Plan for Your Retirement

Retirement planning is a critical aspect of financial planning for individuals. With the increasing life expectancy and the rising costs...

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Steps to Take When Approaching Retirement

Jacob Vernon

May 29, 20232 min read

Steps to Take When Approaching Retirement

As you approach retirement, it's common to feel overwhelmed and unsure of what steps to take to ensure financial security and peace of...

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Is Now the Time to Invest? How to Know If You Are Ready

Jacob Vernon

May 26, 20232 min read

Is Now the Time to Invest? How to Know If You Are Ready

Investing in the stock market can be a daunting task, especially for those who are new to the world of finance. One of the most common...

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Jacob Vernon

May 24, 20232 min read

How Much Savings Should You Have by 40?

As you approach your 40s, it's natural to start thinking about your retirement savings goals. While there is no one-size-fits-all answer,...

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The Art of Investing: 6 Expert Tips to Guide Your Investing Portfolio Strategy

Jacob Vernon

May 22, 20235 min read

The Art of Investing: 6 Expert Tips to Guide Your Investing Portfolio Strategy

Know Your Risk Tolerance Before building a strategy or making investment decisions you need to know your risk tolerance. Understanding...

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A Brief History of the United States Stock Market

Jacob Vernon

May 17, 20233 min read

A Brief History of the United States Stock Market

The United States stock market has been an instrumental part of the global economy for over a century. Every decade has brought its...

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Diversification strategy - Definition, Advantages, Drawbacks, and More

Jacob Vernon

May 15, 20232 min read

Diversification strategy - Definition, Advantages, Drawbacks, and More

What is Diversification? An investment diversification strategy is a popular approach among investors to manage risk and optimize...

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A Guide to Setting Your Long Term Financial Goals

Jacob Vernon

May 11, 20233 min read

A Guide to Setting Your Long Term Financial Goals

Key Takeaways Understand your current financial situation. Your financial goals should be specific and attainable. Have a plan of action...

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The Importance of Saving and Where to Begin

Jacob Vernon

Apr 18, 20233 min read

The Importance of Saving and Where to Begin

How does someone start saving if they've just started their first job? Generally, most people entering the workforce undersave, whether...

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How to Save for Your Child's Education With a 529 Plan

Jacob Vernon

Apr 4, 20232 min read

How to Save for Your Child's Education With a 529 Plan

A Brief Summary of 529 Plans Are you stressed about saving for your child’s college education? Let's look at a 529 College Savings Plan...

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