Lauren Chapin, September Vantage Student Athlete of the Month - Elm Grove Office Elm Leaves Article Link: ElmLeaves September 2020 Lauren Chapin To learn more about the Vantage Student Athlete Scholarship program click on the link below. Scholarship Details and Application
Vantage Welcomes Kevin Ellis to the Advising Team! Kevin P. Ellis CFP® Professional, CPA® Kevin has more than three decades of experience providing comprehensive investment advisory, financial planning, tax, and trust administration services to high-net-worth individuals, business owners, corporate executives and related entities. Having worked his first 12 years with “Big Four” public accounting
Economic Update Featuring Chris Shuba, CEO of Helios Quantitative. Dan Sinnen, Vantage Partner & Senior Wealth Advisor, speaks with Chris Shuba about the current market and the potential impact of the upcoming election and coronavirus. Chris Shuba: "Our goal is to make sure the financial plan is achieved. The volatility we expect to see
My Cash is Earning Zero. Should I Change My Approach? Dan Sinnen, Vantage Partner & Senior Wealth Advisor With interest rates historically low, you are probably asking yourself, “How can I get more yield out of my bond and cash investments?” There are many alternatives that come to mind. Should we move safe bonds
Articles and media that caught our attention this week: This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of BoockReport.com and CIO of Bleakley Advisory, about the economy, stagflation, and the bull market in gold. Warren Buffet doesn't care about stock splits, should you?: https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014?i=1000487401825 When Big
Some articles and media we are paying attention to this week: Bloomberg Opinion columnist Barry Ritholtz speaks with Robin King, chief executive officer of the Navy SEAL Foundation, which serves the Naval Special Warfare community and their families with specialized programs designed to improve health, build resiliency, preserve legacies, and empower and educate. Interview
What Can the Pandemic Can Teach Us About Risk? Dan Sinnen, Partner & Senior Wealth Advisor Morgan Housel, leading finance author and one of my favorites, is recognized in our industry for his insight into investing and behavior. Having grown up a competitive skier, Morgan was asked during a conference what skiing had taught
Planning Next Steps for Harley-Davidson Employees What is currently Happening? We understand this is an important time in your life. Working with a trusted financial planner helps you avoid costly mistakes and develop a successful financial plan. Whether you are thinking about retirement or were recently offered a severance package, it is very important
Attention Aurora Workers: Before you act, talk with a trusted advisor about your options. What is currently Happening? Advocate Aurora is implementing a platform change terminating its existing 403(b) incentive savings plan and offering the AAH 401(k) plan. With these changes, you are probably wondering what happens to my current plan and what are
Wealth Advisor (Part 4 of 4) Jesse Niederbaumer, Managing Partner & Senior Wealth Advisor As a firm, we strongly believe that everyone needs to work with someone like us. “Why do I need you?” you might ask. There are very few “one person shows” who achieve ultimate success. How can you be expected, with
