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Our offices will be closed on Monday, December 25th and Monday, January 1st to celebrate the holidays with family and friends.


As 2017 comes closer to an end, 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.

January 31 – 1099R forms and the first wave of 1099 consolidated forms are mailed out. 1099R includes all retirement accounts with distributions and rollovers. The first wave of 1099 consolidated forms will include accounts with the simplest tax information and are not subject to income reclassification.

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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 - NOVEMBER 2017  Equities in the U.S. were largely unchanged in the past month with the S&P 500 up approximately 0.5%.  The international developed markets took a breather with a 5 day sell-off, with most major international indices shedding approximately 1%.  The slide seemed to be triggered by weakness in commodities, and lower expected demand for oil.  Nearly every fixed income asset class posted negative returns over the past month.  Solid U.S. economic reports helped push prices lower as investors shifted assets towards riskier spaces.  The Fed signaled its intention to increase interest rates in December, and progress surrounding U.S. tax reform is also pushing yields higher, which in turn puts downward pressure on the fixed income prices.

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MARKET MINUTE - DECEMBER 13, 2017 Cryptocurrency has been a hot topic in the financial press this year and even hotter with investors.  Bitcoin is just one of the several cryptocurrencies that are now receiving interest from everyone; professional investment managers to grandmothers.  Bitcoin, the most popular of the cryptocurrencies has soared in value this year as more and more people are becoming interested in the digital currency. 

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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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