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Latest News

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

March 15 - Fourth wave of 1099s. This includes AMBIR information (All Mortgage Backed Income Reporting) and any accounts that hold investment companies that did not report tax information to LPL in time for the previous mailings.

April 17 - IRS filing dealine or extension request deadline.

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About Us

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 2018  The collective euphoria within the markets was shattered by a surge in volatility that led to several days of intense selling.  After peaking on January 26th, the S&P 500 index had dropped over 10% by market close on February 8th, the first technical correction for the market since the 1st quarter of 2016.  Both developed and emerging international equity markets could not escape the turmoil as they declined in lockstep with the U.S. markets.  

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MARKET MINUTE - MARCH 9, 2018  The low interest rate environment over the past several years has changed the broad bond index that I discussed last month (Bloomberg Barclays U.S. Aggregate).  The interest rate sensitivity has increased to levels that investors may not be aware of.  This is highlighted in the chart below from J.P. Morgan’s Guide to the Markets.

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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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