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And The Winner Is...

Our team is excited to provide a free plan to the children and grandchildren of our clients. We'd like to do so for your family too! To date, we have four winners in our Investing in Value campaign.  

Market Minute - October 8, 2019

This month I am sharing an article from Bob Veres that discusses the current market conditions.  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. ​

by Bob Veres with Insider Information

Fixing Social Security - Once and For All

Scan Alert Image.jpg  

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. This article is shared as general information only and should not be considered advice.

By Bob Veres with Insider Information

Investing in Value

30th Anniversary for Bunting.png

Our 30th Anniversary celebrations have been many and we are just getting started!  The celebration began with our Open House in July which included impressive balloon towers and garland, bubbly champagne, delicious cake and wonderful people!  We then added music, sunshine and treats to the mix at our concerts in the park. 

Monthly Markets Memo - September 2019

World Money Small.jpgby Dan Zalipski, CFA 

Our Market Minute this month notes the consumer remains in good shape and is currently being credited for keeping the economic expansion going, supported by low unemployment, low inflation, and rising wages.  Retail sales continue to do well, and there’s hope that a recent drop in mortgage rates spurs another round of home buying activity.  With consumer activity doing well, I wanted to take the opportunity to check in on the other side, the producers.  This is where the stories diverge.  Consumers have, for the most part, been able to dodge the effects of the trade war.  Producers have been less fortunate.

Market Minute - September 10, 2019

by Scott Rosenquist, CFA​

U.S. Consumer

The U.S. consumer has been the bright spot for the economy as trade uncertainty continues to weigh on the manufacturing sector.  The second revision for Q2 GDP released late August showed 2% annualized growth.  Consumer spending increased 4.7% in the second quarter and continues to offset weakness in other areas of the economy.  

Monthly Markets Memo - August 2019

World Money Small.jpgby Dan Zalipski, CFA 

The sleepy days of summer have been anything but.  Last month the Fed cut interest rates by 0.25% in what they’re calling a ‘mid-cycle adjustment’.  In other words, the Fed is saying this is not the start of a prolonged easing cycle with multiple rate cuts.  The broader market seems to disagree as the futures market is pricing in one to three additional 0.25% cuts by the end of the year.  Ultimately, the Fed is attempting to extend the current bull market and protect the economy from slowing to the point of recession.  It is believed that rate cuts at this point in the cycle will do little to stimulate the economy as trade tensions and recession fears overpower the marginal benefits of lower rates. 

Invest in Kids - Illinois Tax Credit Program

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

The Invest in Kids act created a scholarship tax credit program in 2017. The program gives a 75% Illinois income tax credit to individuals and businesses that contribute to Scholarship Granting Organizations (SGOs). The SGOs create scholarships for need-based students to attend non-public schools in Illinois.

Market Minute - August 13, 2019

Tariffs and Market Movements

Anybody who reads the headlines knows by now that the markets were volatile last week.  The broad market ended the week lower as global headlines continue to grab investor’s attention.  In the bigger picture, this is a pretty modest drop for a market that was up 17% so far this year. 

Data Protection Protocols

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 Insider Information

Our personal information has never been so easy to steal.  And mostly we have ourselves to blame. 

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