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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.

Monthly Markets Memo - February 2019

World Money Small.jpgby Dan Zalipski, CFA 

The S&P 500 had its worst December since 1931 to close out the year.  Fast forward a month, and you may be surprised to learn that the S&P climbed nearly 8%, its best January in 32 years.  Dig a little deeper and it may not be that surprising at all to learn that some of the best market days are in close proximity to its worst days.   

Market Minute - February 14, 2019

Lesson Learned?

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. ​

by Bob Veres with Inside Information

Investors who reacted emotionally to market movements have been humbled yet again.  When U.S. stocks (measured by the S&P 500 index) fell 13.97% in last year’s fourth quarter, most of us felt in our gut like the market was in the midst of a major bear market collapse.  The downturn would continue into the new year, and take some or (worst case scenario) all of the 9+ year bull market profits with it.

An Overview of the Tax Changes for 2019

Scan Alert Image.jpg by Tom Rueger, CFP®​

By now everyone is aware of President Trump’s Tax Cuts and Jobs Act that overhauled the tax code and generally lowered corporate and individual income tax rates beginning with the 2018 tax year. Following is an update of those changes as they will apply to the 2019 tax year (to be filed in April of 2020).

Monthly Markets Memo - January 2019

World Money Small.jpgby Dan Zalipski, CFA 

The Fed raised interest rates as expected in December.  Investors were expecting the Fed to pause any additional rate increases after December’s move, but the Fed forecasted two more rate increases in 2019.  Investors were concerned that continued rate increases could spell trouble for the economy as it was already starting to show some potential signs of slowing. 

Market Minute - January 15, 2019

by Scott Rosenquist, CFA

2018 Recap

The financial markets finished down last year across almost every major asset class.  You know it was a difficult year when cash was the best performing asset.  The year 2018 was almost the exact opposite from 2017, when all asset classes were positive, and cash was the worst performer.  This is quite unusual to say the least. 

Advice for the New Workforce

Scan Alert Image.jpg by Jonathan Alton, CFP®​

Making sure your kids are prepared to make smart financial decisions may be one of the last lessons you can teach them. Entering the workforce in a full-time position is one of the most exciting and nerve-racking times for a young adult (and their parents, too!).

Monthly Markets Memo - December 2018

World Money Small.jpgby Dan Zalipski, CFA 

Unless Santa delivers a last-minute present, stocks are looking like a real lump of coal as we close out the year.  Bonds are also struggling this year in the face of rising interest rates, with the Barclays Aggregate Bond index sitting on a loss at the time of this writing.  We may be witnessing some history in the making as the S&P 500 and the Barclays Aggregate Bond index have never both posted negative returns in a calendar year.  This highlights what an unusual year 2018 has been for the markets.

Market Minute - December 14, 2018

by Scott Rosenquist, CFA

Trade and Interest Rates

Financial market headlines continue to be dominated by two topics, tariffs and interest rates.  There were notable events regarding both recently and I’d like to take a minute to discuss them. 

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