Vantage

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So far Vantage has created 26 blog entries.

The Value of Discipline and Patience

By |2022-03-17T08:29:38-05:00March 16th, 2022|News|

  The Value of Discipline and Patience (2 min. read) By Michael Franks, Iraq/Afghanistan Combat Infantry Veteran, Vantage Senior Wealth Advisor War is hell, and in this increasingly virtually-connected life we live in, that hell could potentially cause folks to make emotional decisions about their investments, potentially crippling their long-term plans.

Working With Vantage as Your RIA

By |2022-03-25T10:26:05-05:00March 11th, 2022|News|

  Working With Vantage as a Fiduciary Registered Investment Advisor (3 min. read) What is a Registered Investment Advisor (RIA)? A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice. Unlike other types of financial advisors, RIAs have a fiduciary duty

“Take 10” – An End-Of-Year Financial Checklist

By |2022-01-11T13:53:10-06:00January 11th, 2022|News|

  “Take 10” – An End-Of-Year Financial Checklist (2 min. read) This is a good time to look back on the past 12 months and look ahead to a new year. Be honest as you hit these 10 key check points for managing your finances and reviewing goals and objectives. This

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