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So far Vantage has created 60 blog entries.

Digital Fasting

2023-07-25T12:38:21-05:00By |News|

Digital Fasting (2-min. read) By Michael Franks, Vantage Senior Wealth Advisor Unplugging to regain self-control. Welcome to the cyborg age! I was waiting in the doctor’s office the other day and everyone, including myself, had their nose buried in a smartphone. We are constantly bombarded by information, most of which is not pertinent to our lives and out of our control. You probably have heard of intermittent fasting as it is all the rage, but what about digital fasting? Unplugging from all connected devices for a day or even a weekend has many benefits. Primarily, it

The Missing Link in Estate Planning

2023-07-27T13:54:42-05:00By |News, Uncategorized|

Letter of Instruction: The Missing Link in Estate Planning By Christopher K. Johnson, CEP®, CRPC®, CLTC, AAMS®, AWMA® Ohio Regional Partner If you worked with your estate planning attorney and financial professional to create and update a complete plan, including a will and other estate documents, congratulations! You took care of an important, often neglected need. However, a glaring hole, if left unattended, can cause havoc for loved ones you leave. A letter of instruction helps fill that gap, potentially heading off future confusion and estate disputes. A non-legally binding document, this letter informs loved ones and other beneficiaries

Hayden Fry – Elmbrook June Student Athlete

2023-06-16T14:49:14-05:00By |Elm Grove Student Athletes|

Student Athlete Spotlight HAYDEN FRY Brookfield East High School Bass Angler, Captain GETTING TO KNOW HAYDEN FRY: Favorite Food: Pepperoni and pineapple pizza Favorite Quote: When I am on the water, I always tell myself, "It only takes one cast." Favorite Pre-game Song: Taylor Swift is my go-to. How did you get started in your sport? My mom grew up a saltwater angler in San Francisco and shared her passion with me when I was a little kid. I grew up fishing with my parents and friends.

2023 Housing Market with Julee Felsman

2023-05-24T13:17:51-05:00By |News|

2023 Housing Market with Julee Felsman of Guaranteed Rate.  Julee Felsman has been working as a lender for 29 years. With decades of industry experience, she has developed a passion for education and transparency in the lending process. Using her knack for creative problem-solving, she is able to help buyers, homeowners, and investors achieve their real estate goals. Julee has been recognized as part of the Scotsman Guide’s Top Originators, a member of Guaranteed Rate's Chairman Circle, and named Best Mortgage Broker in the Best of Portland Reader's Poll (Willamette Week, 2019 and 2020). If

Rising Interest Rates: Impact on Consumers and the Economy

2023-05-04T14:27:47-05:00By |News|

  Rising Interest Rates: Impact on Consumers and the Economy (2 min. read) Written by Vantage Wealth and Tax Advisor Jarrod Hart Interest rates hitting a 16-year high have raised concerns about the impact on the economy and consumers. The Federal Reserve's decision to raise interest rates is aimed at tackling rising inflation, which has been a persistent concern since the economy reopened in mid-2021. While the Federal Reserve initially believed that inflation was transitory, eight interest rate increases later, they are now taking a more proactive approach to combat inflation. The recent decrease in the

Emma Nell – Elmbrook May Student Athlete

2023-05-10T13:19:47-05:00By |Elm Grove Student Athletes|

Student Athlete Spotlight EMMA NELL Brookfield Central High School Volleyball, Track GETTING TO KNOW EMMA NELL: Favorite Food: homemade Chipotle bowls  Favorite Quote: "Whatever you do, do it from the heart for the Lord and not for people. You know that you will receive an inheritance as a reward. You serve the Lord Christ." - Colossians 3:23-24. Favorite Pre-game Song: All of the Lights - Kayne West How did you get started in your sport? Coming from a long line of relatives who have run in Ironman

Jess Voge – Loveland May Student Athlete

2023-05-11T11:58:42-05:00By |Loveland Student Athletes|

Student Athlete Spotlight JESS VOGE Little Miami High School  Cheerleading  GETTING TO KNOW JESS VOGE: Sports: Varsity High School Competition Cheer Team Favorite Food: Sushi Favorite Quote: "You miss 100% of the shots you don't take."   — Wayne Gretzky Favorite Pre-game Song: ABC – The Jackson 5 Sport Highlight: Attending the 2023 NHSCC High School Cheer Nationals with my high school competition cheer team. Recognitions: 3X UCA All-American, 2X MVP, 4X LMHS Academic Excellence Award, 4X Conference Academic Award. Activities: French Club, NFHS, NHS Vice President, Cancer

Credit Card Points and Management with Bryce Conway

2023-04-25T12:39:59-05:00By |News|

Credit Cards Points and Management with Bryce Conway Founder of, Bryce Conway will teach you the basics in this free, virtual session. Get the answers on which credit cards to use and when, how to earn an abundance of points and miles without flying, how to redeem existing points for maximum value, and more. Bryce has been using points and miles to travel all over the world with his family for nearly a decade. An Ohio native, Bryce now teaches this skill to hundreds of thousands of people every year. Disclosure:  All statements should

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