Varsity Wealth Management

05/23/2025

As we head into Memorial Day weekend, we pause to honor the brave men and women who made the ultimate sacrifice for our country.
From your Varsity Wealth Management team—Jon & Lori—we wish you a safe, peaceful, and meaningful holiday weekend.
Take time to reflect, recharge, and cherish what matters most.

05/22/2024

"Making smiles is our biggest product. Clients become our friends & every visit makes our hearts happy.

04/04/2024

Spring Cleaning for your Finances!!
Tax season might be the only time around when many families haul out all their money records. Think of it as spring cleaning for your finances! It's the perfect opportunity to take a deep dive into your income and expenses. In short, it's a great chance to dust off your budget and give it a good once-over!! HAPPY SPRING!

02/14/2024

This Valentine's Day, we're sending heartfelt thanks to our amazing clients. Just like love strengthens a relationship, financial planning strengthens your future. We appreciate the trust you place in us to help you achieve your financial goals, big and small.

01/03/2024

Let's Toast to a Sparkling 2024’
At Varsity Wealth Management, we're raising a glass to a year brimming with genuine prosperity: the kind that fills your heart with joy, your pockets with sunshine, and your life with endless possibilities.
Happy New Year

12/25/2023

12/01/2023

Thank you Michael. The office always perks up when you arrive!😀

11/11/2022

Inflation Tide Turning

Thursday, November 10, 2022 Finally, an Encouraging Report After many months of inflation coming in above expectations, investors finally got a more favorable report with the October Consumer Price Index (CPI) data and are cheering it with a big stock market rally on the news.

11/05/2022

Goldilocks Jobs Report Boosts Fed Slowdown Hopes

Friday, November 4, 2022 The U.S. Labor Departments nonfarm payrolls report released today showed encouraging signs for the Federal Reserve (Fed) that a "soft landing" for the economy may still be achievable. Markets responded positively to the report data that showed a cooling of the still hot jobs...