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The Secure Act

Scan Alert Image.jpg  By Thomas Rueger, J.D., CFP ®

The Secure Act (Setting Everyone Up for Retirement Enhancement) was passed on December 19, 2019 and became effective on January 1, 2020. The Act includes a number of reforms, some of which could make it easier for many Americans to save for retirement. Following are some of the changes that will have the most impact.

Monthly Markets Memo - March 18, 2020

World Money Small.jpgby Dan Zalipski, CFA 

The Coronavirus (COVID-19) is severely disrupting the world. 

Market Minute - March 9, 2020

Circuit Breaker.jpg by Dan Zalipski, CFA

Circuit Breaker Triggered

The market is negatively reacting to two developments over the weekend.  The first of which is the latest on the Coronavirus.  Italy took the drastic step to quarantine 16 million people, more than a quarter of its population, across the northern part of the country in a desperate bid to slow the spread of this disruptive virus.  The second development was related to the energy markets.  Saudi Arabia and Russia failed to come to an agreement to cut oil production in a bid to support prices.  In response, Saudi Arabia announced deep discounts to buyers of Saudi crude, along with an increase in production of at least 10 million barrels per day.  This one-two punch created such intense selling pressure at the open that the market’s ‘circuit breakers’ were tripped.

Give and Receive - Strategies to Optimize Charitable Giving

Scan Alert Image.jpg  By Jon Flaherty, CFP ®

What’s your favorite charity to support and do you wish you could give more?  Have you ever thought about how and what you’re gifting to your charity of choice?  For most folks, the standard is to write a check or give cash, but there could be more tax efficient ways to make your gift.  If we can help you optimize your gifting strategy, would you give the difference to charity too?   

Monthly Markets Memo - February 2020

World Money Small.jpgby Dan Zalipski, CFA 

The markets got off to a great start for 2020.  Investor’s cheered as the phase-one trade deal deescalated the trade war with China.  Fourth quarter earnings growth were expected to come in slightly negative (-1.7%) but have thus far come in slightly positive (0.7%).  There are still several companies that have yet to report their results, so these numbers can and will change.  As of now, however, the results are encouraging.  The January jobs report also surprised investors, easily exceeding the forecasts and highlighting the ongoing resilience of the U.S. economy.

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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