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In an effort toward limiting the need for revised 1099s, LPL Financial will again mail the 1099 consolidated statements in four phases:

February 15 – Second wave of 1099 Consolidated mailed out, including accounts that may hold securities subject to possible income reclassification. New this year is the preliminary 1099 consolidated statements – draft copies will be available for accounts that will not receive a final 1099 until March 1 or March 15. These preliminary copies will not be mailed, but can be accessed through AccountView.

March 1 - Third wave of 1099 Consolidated mailed out. This includes accounts subject to income reclassification where the investment companies did not furnish tax information to LPL in time for the February 15th mailing.

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About Us


In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
a quarter of a century ago and we have grown into a talented team of individuals working together
to create your planning and investment strategy. Our mission is to help you feel a greater
sense of control over your financial future. 

Investment Insights

MONTHLY MARKETS MEMO - FEBRUARY 2018  The collective euphoria within the markets was shattered by a surge in volatility that led to several days of intense selling.  After peaking on January 26th, the S&P 500 index had dropped over 10% by market close on February 8th, the first technical correction for the market since the 1st quarter of 2016.  Both developed and emerging international equity markets could not escape the turmoil as they declined in lockstep with the U.S. markets.  

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MARKET MINUTE - FEBRUARY 9, 2018  The Bloomberg Barclays US Aggregate Bond Index is one of the more popular bond indices that covers the broad bond market similar to the S&P index as related to the stock market.  It is often referred to as the “AGG” for short.  Formerly known as the Lehman Aggregate Bond Index and then the Barclays US Aggregate Index, the index dates back to 1986.  The bond market has certainly changed since then but let us take a look at what makes up this popular index. 

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