Blog

The Closing Donut Hole

Scan Alert Image.jpg 

Vantage welcomes guest contributions. Please know the information, opinions, and forecasts expressed in the article below are presented from unassociated parties and do not necessarily reflect the opinions of Vantage Financial Partners.  This article is shared as general information only and should not be considered advice. Consulting with an expert who can help traverse Medicare opportunities and requirements is strongly recommended.  

By Bob Veres with Inside Information

If you haven’t been really, really sick in the last few years, you may not have ever heard of the “donut hole” in Medicare Part D prescription drug plans. 

Monthly Markets Memo - May 2019

World Money Small.jpgby Dan Zalipski, CFA 

The Trade War Heats Up

Months of calm and optimism regarding the ongoing trade war with China were shattered with a single tweet from President Trump.  U.S. officials claim China had reversed course on several key points of the agreement being negotiated between the two largest economies. 

Market Minute - May 14, 2019

Last year’s earnings growth for the S&P 500 will be a tough act to follow.  Earnings increased over 20% in 2018 with the help of tax cuts and record stock buybacks by corporations.  A lower share count boosts earnings per share and therefore the growth reported by these companies.  How does 2019 look now that most of the companies in the S&P 500 have reported first quarter earnings?

Monthly Markets Memo - April 2019

World Money Small.jpgby Dan Zalipski, CFA 

Equities moved higher over the past month with the U.S. markets leading the charge.  Emerging and developed international markets were not far behind.  The bond markets also rallied marking the second month in a row that both equities and bonds have moved higher. 

The Investment Returns of Homes vs. Stocks

Scan Alert Image.jpg 

Vantage welcomes guest contributions. Please know the information, opinions, and forecasts expressed in the article below are presented from unassociated parties and do not necessarily reflect the opinions of Vantage Financial Partners. This article is shared as general information only and should not be considered advice.

By Bob Veres with Inside Information

Your home is your best investment, right?

Market Minute - April 4, 2019

I’d like to share an article from Bob Veres that discusses the yield curve, a topic I introduced last August (read it here).  While the yield curve is not technically inverted at this time, it remains flat which has some people still concerned.  I hope you enjoy.

Vantage Financial welcomes guest contributions.  Please know the information, opinions and forecasts expressed in the article below are presented from unassociated parties and do not necessarily reflect the opinions of Vantage Financial Partners Limited. ​

Making IRA Contributions in Retirement

Scan Alert Image.jpg 

Vantage welcomes guest contributions. Please know the information, opinions, and forecasts expressed in the article below are presented from unassociated parties and do not necessarily reflect the opinions of Vantage Financial Partners.

By Bob Veres with Inside Information

Here’s a question that some retired Americans may ask themselves from time to time: I recently stopped working, but I am only 65, can I still contribute to an IRA or a Roth IRA?  Can I reinvest some or all of my future required minimum distributions back into an IRA or a Roth IRA? 

Monthly Markets Memo - March 2019

World Money Small.jpgby Dan Zalipski, CFA 

Over the past month the equity markets continue to grind higher.  Investors are optimistic that the U.S. may be nearing a trade deal with China.   President Trump had pushed back the March 1st deadline to raise existing tariffs on Chinese goods to 25%, a sign that progress is being made on negotiations.  This is further supported by National Economic Council Director Larry Kudlow stating that negotiators have made ‘great headway’ working on a deal.  Even so, concerns remain as mixed messages continue to trickle out, with the President recently stating that he is in no rush and would even walk away from a potential deal that fails to address key issues, such as intellectual property and technology transfers.  Two steps forward, one step back.

Market Minute - March 12, 2019

IPO Market

by Scott Rosenquist, CFA​

This year is set to be a potential record for the IPO market.  Some well-known companies plan on going public in 2019 and will grab the market’s attention as their shares begin to trade for the first time.

What's Your Rate?

Scan Alert Image.jpg by Jon W. Flaherty

When was the last time you checked on any of your financial rates, including those for savings accounts, mortgages, home equity loans, credit cards or even CD’s?  If it’s been awhile, you may be leaving money on the table.

Syndicate content

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

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved