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Latest News

Click here to view the recording of our Post-Election Q&A Webinar Discussion
from Friday, November 11th.

LPL shares a letter from its own Burt White, Chief Investment Officer conveying his opinions on the post-election environment. We felt the perspectives shared offer a good overview of
the possibilities ahead. Click here .


In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward 25 years
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 - NOVEMBER 2016  Well, that was unexpected.  Against all consensus expectations and forecasts, Donald Trump has been elected as the next President of the United States. The market, expecting a Clinton victory, took notice. 

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MARKET MINUTE - NOVEMBER 16, 2016  Market volatility has been a popular topic among investors this year.  To start 2016, the S&P 500 lost 8% in the first two weeks for its worst start in history.  Then climbed its way back to only experience another surprise with the Brexit vote in June.  Looking forward...

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