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Well Done Jon!

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Congratulations to Jon Flaherty for attaining his CERTIFIED FINANCIAL PLANNER™ certification.  Well done Jon!

Market Minute - February 11, 2020

World Stock Market Growth Compared with the U.S.

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

Monthly Markets Memo - January 2020

World Money Small.jpgby Dan Zalipski, CFA 

The Chinese delegation signed the ‘phase-one’ trade deal on January 15th in Washington D.C.  The deal has China buying large amounts of U.S. agricultural goods.  China has also made assurances that it will begin to reform some of its longstanding and controversial practices surrounding forced technology transfers and intellectual property rights.  Should China honor their side of the agreement, the U.S. will begin to roll back some of the tariffs that have been imposed over the past 24 months.

(Un)Safe Deposit Boxes

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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

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Market Minute - January 14, 2020

by Scott Rosenquist, CFA​

The minutes from the Federal Reserve’s meeting in December were released last week and there are implications for the year ahead.  In 2019 we saw the Fed cut rates three times in response to economic weakness and trade uncertainty, which gave both the bond and equity markets a boost.  Investors should not expect multiple interest rate cuts in 2020 as the comments from the Fed seem to have set the bar high to move interest rates in either direction.

Monthly Markets Memo - December 2019

World Money Small.jpgby Dan Zalipski, CFA 

We are days away from closing out the first decade in U.S. history without a recession.  From a market perspective, the past ten years have been truly remarkable.  The decade began with the U.S. emerging from the financial crisis in the midst of unprecedented market intervention and monetary policies. 

An Overview of the Tax Changes for 2020

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

After a couple of years of more substantial tax changes, things have settled down quite a bit and there are really only a few “Updates” as we head into 2020. This is an overview of the updates that will apply to the 2020 tax year (return to be filed in April of 2021).

Market Minute - December 10, 2019

by Scott Rosenquist, CFA​

This year is on track to be great for most financial asset classes.  Domestic and foreign equity markets are up double digits through the end of November and the broad fixed income market is up high single digits.  This is almost the exact opposite of what investors saw last year when cash was a top performing asset.

New Limits New Rates

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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

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