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Latest News

In honor of Washington's Birthday, we will be closed on Monday, February 20th.
We will re-open on Tuesday, February 21st for regular business hours, 8 am - 4 pm.

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 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 - FEBRUARY 2017  The recent rally has resumed after briefly pausing in January.  Over the past month we have seen the equity indices all move higher.  The latest move up is broad, includes developed markets, both domestic and abroad, as well as emerging markets. 

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MARKET MINUTE - MARCH 3, 2017  The stock market has climbed double digits since the election and now has investors starting to wonder if it has moved too high too quickly.  One of the most common measures of stock market valuation is the price to earnings ratio (P/E).  When you hear in the news or from your neighbor that a stock looks cheap or expensive, they are most likely referring to the P/E ratio. 

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