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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

by Dan Kaibel, CFP®

While market days such as today are concerning, actually over the long-term, the relative calm in the markets that we've been experiencing these last few years has truly been unusual.  It has been awhile since we've seen this significant of a market downturn, however, if  we use the S&P 500 as our historical guide, a 10% correction has occurred on average once a year over the last 35 years.

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by Dan Kaibel, CFP®

Equity Markets Perspective   July was an interesting month, to say the least, as developed equity markets produced positive returns while the emerging markets equities dropped significantly. The month began with global macroeconomic concerns including the ongoing debt crisis in Greece but eventually the markets became calm once the Greek government showed that it would back down from its earlier resistance to creditors’ demands.

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