Unlocking Potential Through 1031 Exchanges
At Vantage Wealth, we see wealth as more than numbers on a balance sheet. It’s about creating peace of mind and building abundance that lasts
At Vantage Wealth, we see wealth as more than numbers on a balance sheet. It’s about creating peace of mind and building abundance that lasts
The July 4th passage of the One Big Beautiful Bill Act (OBBBA), a stable economy characterized by moderate GDP and low unemployment, evolving Federal Reserve
The ability for non-corporate taxpayers to exclude all or a portion of capital gains tax from the sale of qualified small business stock (QSBS) has
Investment education, tax-free retirement funding, and estate planning probably won’t spring to mind when selecting the perfect gift. However, giving a Roth IRA to a loved
Among the most volatile quarters in recent history, the stock market proved resilient in the wake of President Trump’s seemingly haphazard tariff proclamation. Rebounding sharply from
Today marks National 529 Day – a timely reminder of the power of planning ahead for education. At Vantage Wealth, we believe that investing in
Especially during tax time, philanthropic individuals have many options to consider in selecting their optimal charitable giving strategy. Depending on purpose and donor intent, a
When we published our Outlook 2025 only three months ago, we did not expect to be proven right in such a short period of time.
With the triple tax benefits of the Health Savings Account (HSA), it is no surprise that HSAs are growing in popularity as a key retirement
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.
