New Location for Elm Grove Office in 2022!
New Location for Elm Grove Office in 2022! To learn more about the Vantage Student Athlete Scholarship program click on the link below. Scholarship Details and Application
Kaden Krutzfeldt – September Student Athlete
Kaden Krutzfeldt - September Student Athlete of the Month To learn more about the Vantage Student Athlete Scholarship program click on the link below. Scholarship Details and Application
Tyler Rhode – Elmbrook Vantage Scholarship Winner
Tyler Rhode - Elmbrook Vantage Scholarship Winner To learn more about the Vantage Student Athlete Scholarship program click on the link below. Scholarship Details and Application
Savings: Think Thousands, Not Nickels and Dimes
Savings: Think Thousands, Not Nickels and Dimes (2.3 min. read) By Ben Uphoff, Vantage Partner & Wealth Advisor Business discussion groups we attend talk about the many tips offered for saving money in your budget. Problem is, these are “nickel and diming” options. Canceling Netflix, not going to the coffee
John Neff-One of the Investment Greats-“Was Decent to the Core”
John Neff–One of the Investment Greats–“Was Decent To The Core” John Neff, (1931- 2019), is a son of Ohio who produced one of the best long-term records of any money manager ever. He loved finding stocks that were unpopular and had hidden potential, then bought them in bulk. Mr. Neff managed the Vanguard Windsor
Planning Your Retirement Budget
Planning Your Retirement Budget (2 min. read) For those on the cusp of retirement, or forced into earlier-than-expected retirement, you may have done some numbers in your head to figure out whether you will have “enough” saved and coming in (from Social Security, a pension, your 401K, or passive investments) to last through the
Considering Downsizing? Housing Market Trends
Considering Downsizing? Housing Market Trends (2.5 minute read) The U.S. housing inventory is historically low; prices are strong versus historical rates, and prices are increasing in double digit increments annually in nearly every market. This real estate boom is resulting in faster sales times. The shortage of homes makes it hard to meet demand
The Vantage Way
The Vantage Way (4 min. read) As fee-based Wealth Advisors, we consistently meet and talk with new people every day. Some interactions are simply surface level that start and end in the same sentence. Others are icebreakers that end up being the beginning of a long-term relationship. Meeting new people is an important part
The Biden Administration’s Tax Proposals – Impacts to Consider
The Biden Administration’s Tax Rate Proposals – Impacts to Consider (2 min. read) Naturally there is a great deal of speculation on the current capital gains tax increase proposal. Headlines in the news center on President Biden’s proposal to raise the U.S. capital gains tax rate for Americans earning $1 million per year or
Raising Money-Smart Kids
Raising Money-Smart Kids (2 minute read) To say that “times have changed” since boomers were children is a vast understatement. Now, twelve-year olds are using debit cards and apps to track their allowance, pay for things, and auto-deducting from their accounts. Even churches take cash-less, check-less offerings. And the impatient stares given at the