Another quarter comes to a close as September rolls off the calendar. The S&P ended the month flat while both the international developed and emerging markets (MSCI EAFE & MSCI EM Indices) each added approximately 1.2%.
Submitted by Vantage Financial Partners Limited on October 22nd, 2016
By Jonathan Alton
Many dream of retiring early, but also have a hard time imaging that retiring at a young age is even possible. However, it is for these three couples who seemed to have beat the odds and broken the rules.
Submitted by Vantage Financial Partners Limited on October 21st, 2016
Many young adults have never been taught the basics of personal finance and are now in a position where they need to make major financial decisions on their own.
As the U.S. presidential election nears, investors are contemplating the potential outcomes and the impact on the financial markets. Given the nature of this year’s election, emotions are running high and may spill over into the market resulting in some short term volatility, regardless of which candidate wins. While the headlines and uncertainty are increasing it is important to take a step back and put it in perspective by maintaining a long term view.
by Scott Rosenquist, CFA Opportunity in Fixed Income Markets
As our team seeks opportunities in today’s markets, one thing we feel is becoming necessary is to widen the scope and seek out less traditional sources of income.
One year ago the Chinese made a move to devalue their currency resulting in a surge of volatility within the markets that seemed to linger throughout the remainder of 2015. In stark contrast to those events, this past August was relatively quiet.
Submitted by Vantage Financial Partners Limited on September 19th, 2016
Have you ever been so frustrated, so angry, so hurt, so depressed, or so exhausted that you just threw your hands up and said, "Why should I even bother?" Did I marry the wrong person? What does the Bible say about generosity? As you think over your answers to these questions, take a look at the links below to help guide you.
As the market and economy continue to grind forward, many investors this year are looking for income in defensive sectors such as utilities and consumer staples.
Submitted by Vantage Financial Partners Limited on August 18th, 2016
By Jay Kulikowski
Most people age 65 or older participate in the federal health insurance program called Medicare. Generally speaking, their monthly Medicare premiums are based on a table that looks at their income (Modified Adjusted Gross Income - MAGI) and their tax filing status from two years ago, even if their current year’s income is now lower.
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by Dan Zalipski 
By Jonathan Alton
by Scott Rosenquist, CFA
Have you ever been so frustrated, so angry, so hurt, so depressed, or so exhausted that you just threw your hands up and said, "Why should I even bother?" Did I marry the wrong person? What does the Bible say about generosity? As you think over your answers to these questions, take a look at the links below to help guide you.
By Jay Kulikowski
