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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. 

Market Minute - July 9, 2019

I’d like to share an article from Bob Veres that discusses the current market conditions based on a six month look back.  I hope you enjoy.

Are You Financially Prepared for Life's Big Transitions?

Scan Alert Image.jpg by Jon W. Flaherty

Life happens.  One moment you are lifted up with news of a growing family, a raise at work or retirement and in the very next moment brought down by the loss of a loved one, a loss of a job, or an injury.  Sometimes we trigger a big life transition when we choose to buy a house, other times it happens out of the blue like a car accident.  With all of the good and bad that comes with living, having a reliable financial planner on your side can make all the difference. 

Monthly Markets Memo - June 2019

World Money Small.jpgby Dan Zalipski, CFA 

High Expectations for Lower Rates?

Trade issues continued to drag on the market over the past month as President Trump opened a new front against Mexico.  In an effort to curb illegal immigration, President Trump threatened to place 5% tariffs on all imports from Mexico with a plan to scale the tariffs up to 25% by October.  This caught the market by surprise and added fuel to the equity market sell-off that began earlier in May with the escalation of trade tensions with China.

Market Minute - June 18, 2019

There has been a lot written on tariffs over the past few months as news regarding the trade war with China continues to develop.  On another trade front, President Trump threatened to impose 5% tariffs on Mexico but later dropped those plans as a deal was reached regarding immigration.  Trade should remain in the news as President Trump and Chinese President Xi are likely to meet at the G-20 summit in Japan later this month.   

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?

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