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3 Tips to Foster Responsible Money Habits in Kids

By |2022-08-11T14:43:33-05:00August 11th, 2022|News|

  3 Tips to Foster Responsible Money Habits in Kids (2 min. read) - Raising Money-Smart Kids Part 2 By Michael Franks, Iraq/Afghanistan Combat Infantry Veteran, Vantage Senior Wealth Advisor “If I had only started investing earlier…” If I had a quarter for every time I have heard that exact phrase,

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

Savings: Think Thousands, Not Nickels and Dimes

By |2021-07-16T12:46:34-05:00July 15th, 2021|News|

  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

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