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As 2019 starts out, now is the best time to start preparing for the upcoming tax season.

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

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 2019  The S&P 500 had its worst December since 1931 to close out the year.  Fast forward a month, and you may be surprised to learn that the S&P climbed nearly 8%, its best January in 32 years.  Dig a little deeper and it may not be that surprising at all to learn that some of the best market days are in close proximity to its worst days.

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MARKET MINUTE - MARCH 12, 2019  This year is set to be a potential record for the IPO market.  Some well-known companies plan on going public in 2019 and will grab the market’s attention as their shares begin to trade for the first time.

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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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