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Monthly Markets Memo - April 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

The U.S. Equity markets had a good start to the year adding to the post-election rally.  Much of the performance was attributed to an improving economy and the potential of regulatory and tax reforms contained within the new administration’s agenda.  More recently however, the U.S. equity markets have hit the pause button, seemingly taking a breather while assessing the feasibility of these reforms. 

Required Minimum Distributions: The Good News and The Bad News

RMD Image.jpg by Thomas Rueger, JD

With the post World War II baby boom generation typically being defined as those born between 1946 and 1964, and with the first members of that group now reaching the age of 70 ½; 2017 unofficially marks the beginning of Required Minimum Distributions (RMDs) for an entire generation. It’s the typical good news bad news scenario.

Faith, Family, and Finances

Father Daughter.jpgDo you have a gap in your understanding of the gospel? What would it look like to be an all-out radical parent? What can I do to save on my healthcare costs? Take a look at the articles below for insight on answering these important questions.

Monthly Markets Memo - March 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

The post-election rally may be over for now.  Over the past month, the major U.S. Indices are mixed.  Large companies represented by the S&P 500 Index are up a little over 1%.  At the same time, mid and smaller sized companies, represented by the S&P 400 and Russell 2000 respectively, were slightly negative over the past month. 

Market Minute - March 31, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Free Cash Flow

One sign of a healthy business is the amount of cash it produces from its operations. The cash from operations minus any investments to maintain the business (capital expenditures) is considered free cash flow (FCF).  

Market Minute - March 3, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Market Valuation and P/E Ratio

The stock market has climbed double digits since the election and now has investors starting to wonder if it has moved too high too quickly.  One of the most common measures of stock market valuation is the price to earnings ratio (P/E).  When you hear in the news or from your neighbor that a stock looks cheap or expensive, they are most likely referring to the P/E ratio. 

Using Your HSA Wisely

By Tom Rueger, Financial Planning Analyst

What is an HSA?

An HSA (Health Savings Account) is a “tax advantaged” account that is designed to allow you to contribute money that you can use to pay for (or be reimbursed for) your qualifying medical and dental expenses. Qualifying expenses can also include: Long-term care premiums; COBRA premiums; and Medicare premiums if you are 65 or older (excluding Medicare supplemental policies).

Monthly Markets Memo - February 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

The recent rally has resumed after briefly pausing in January.  Over the past month we have seen the equity indices all move higher.  The latest move up is broad, includes developed markets, both domestic and abroad, as well as emerging markets. 

Common Planning Mistakes

"What are the most common mistakes clients make before utilizing Vantage’s services?" We get asked that a lot. We offer the following so you can avoid these pitfalls before it is too late.

Faith, Family, and Finances

Down the Road Image.jpgDo you wonder if your words matter, if you can make a comeback or if you can buy cars with cash?  These articles will help encourage you to make wise decisions with your life.

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