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In honor of George Washington's Birthday, we will be closed on Monday, February 18th.
We will reopen on Tuesday, February 19th from 8:00 am - 4:00 pm.


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 - JANUARY 2019  The Fed raised interest rates as expected in December.  Investors were expecting the Fed to pause any additional rate increases after December’s move, but the Fed forecasted two more rate increases in 2019.  Investors were concerned that continued rate increases could spell trouble for the economy as it was already starting to show some potential signs of slowing. .

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MARKET MINUTE - FEBRUARY 14, 2019  Investors who reacted emotionally to market movements have been humbled yet again.  When U.S. stocks (measured by the S&P 500 index) fell 13.97% in last year’s fourth quarter, most of us felt in our gut like the market was in the midst of a major bear market collapse.  The downturn would continue into the new year, and take some or (worst case scenario) all of the 9+ year bull market profits with it.

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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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