Key Financial Planning Considerations for the New Year
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
One of the greatest challenges for investors today is implementing a strategy that preserves purchasing power and ensures future income needs in retirement — all without excessive risk.
We’re committed to delivering tailored, objective wealth management and financial planning that empower our clients to realize lifelong aspirations with confidence and peace of mind.
At Vantage Wealth, we believe in a client-first approach, making client peace of mind our top priority. We build lasting relationships, working collaboratively to navigate the complexities of financial planning and investment management. Our experienced team combines in-depth knowledge with a commitment to integrity, helping to ensure you receive the highest level of guidance and support.
We provide comprehensive planning and tailored investment management focused on the preservation of generational wealth and the growth of income. By focusing on creating personalized plans and portfolios, our aim is to help you achieve your unique goals with confidence and peace of mind
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
Led by technology megacaps for a second consecutive year, the stock market enjoyed solid returns in 2024, with the Dow Jones Industrial Average, S&P 500
Since we first issued our Outlook 2024 in January and in subsequent April and July newsletters, we have been confident in our prediction for the inevitable comeback of an equally weighted investment strategy. For almost two years now, market returns have been disproportionately led by a small group of mega-cap technology stocks, the so-called “Magnificent Seven.” The fever may have finally broken as the average stock delivered a stellar third quarter return relative to the overall market.
