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.

Monthly Markets Memo - January 2017

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

Market Update

Another year in the books.  From Brexit to the U.S. Presidential Election, 2016 was a year of surprises, some good, and some bad.  The first half of the year saw volatile swings as concerns about the economy dominated the markets sending them into correction territory. 

Market Minute - January 13, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Dow 20,000

The Dow Jones Industrial Average (Dow) is one of the oldest stock market indices in the world dating back to the late 1800’s.  The index contains 30 stocks of companies from the United States with most of them well known.  The Dow has been approaching the level of 20,000 since late last year, a level it has never reached.  It came within a point of that mark just recently.  Since the Dow contains only 30 stocks it does not provide the best measure of the broad market.  Most institutional investors refer to the Standard & Poor’s 500 when assessing the market. 

Trump Tax Reform Act of 2017?

While last month’s blog focused on Year-End Tax Planning tips, I would like to shift our attention towards the tax reform proposal by President-Elect Donald Trump.  President-Elect Trump offered up several tax proposals on the campaign trail, but his final proposal was released in September 2016.

Monthly Markets Memo - December 2016

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

Market Update

It’s beginning to look a lot like Christmas.  Over the past month we’ve seen different parts of the markets make the naughty or nice list.  U.S. equities indices continue to rally, hitting all-time highs, on the prospects of a Trump Administration bringing about higher growth and lower taxes through new policies and initiatives.

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