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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 - DECEMBER 2016  It’s beginning to look a lot like Christmas.  Over the past month we’ve seen different parts of the markets make the naughty or nice list.  U.S. equities indices continue to rally, hitting all-time highs, on the prospects of a Trump Administration bringing about higher growth and lower taxes through new policies and initiatives.

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MARKET MINUTE - JANUARY 13, 2017  The Dow Jones Industrial Average (Dow) is one of the oldest stock market indices in the world dating back to the late 1800’s.  The index contains 30 stocks of companies from the United States with most of them well known.  The Dow has been approaching the level of 20,000 since late last year, a level it has never reached.  

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