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
: Abundance of valuable resources across all dimensions of life, including financial, health and wellness, time, social, family, and adventure
Robert Osher and James Van de Voorde shared a vision to deliver personalized investment guidance and comprehensive financial planning with a relationship-focused boutique firm. Founded in 1993, Osher Van de Voorde Investment Management has provided exceptional wealth management services to help clients realize lifelong aspirations. For over 30 years, we’ve built enduring relationships that span multiple generations, with some families entrusting us to serve three and even four generations.
As part of our growth and evolution, Osher Van de Voorde Investment Management is now Vantage Wealth, reflecting the broad, strategic perspective we bring to every client relationship and the importance of the breadth and depth of our team. “Vantage” symbolizes our elevated, forward-thinking perspective, while “Wealth” captures the abundance – in all its forms – we aim to cultivate for clients.
At Vantage Wealth, our mission is to empower clients with the knowledge and tools they need to gain confidence and peace of mind, guiding them as they work toward their long-term goals and plan for future generations.
While our name has changed, our unwavering dedication to our clients and our founders’ vision remains. Backed by a team of seasoned professionals with over 100 years of combined expertise across investment management, financial planning, client relationships, operations, and compliance, we are proud to continue serving current and future generations, providing guidance and support as they work toward achieving their lifelong financial goals.
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.
