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About Us

In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
thirty years 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 - DECEMBER 22, 2020  There is not much you can say about 2020 that has not already been said.  I am sure we are all eager to see the calendar roll over and let 2020 take its place in the history books.  The markets are sitting at all-time highs while the underlying economy continues to recover from the effects of the pandemic.  Concerns remain as the recovery is expected to slow during the winter months.  The Fed continues to stress the need for Congress to pass the additional economic stimulus.  Negotiations for one last-ditch effort to get a stimulus passed before year-end have produced a tentative agreement that could see direct cash payments sent to citizens before the new year.

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MARKET MINUTE - DECEMBER 10, 2020  A growing number of investors are factoring in the social impact of their investment dollars when they buy mutual funds or ETFs—for a variety of reasons.  One reason is to avoid supporting companies or industries which, they believe, are not making the world a better place—such as weapons manufacturers, tobacco companies, or firms that have a track record of polluting the environment or running sweatshop factories in third world countries.

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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