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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 - 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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