The articles below offer general information, opinions, and forecasts and should not be considered advice.
September 2022 – Contributed by Vantage Financial
To any newlyweds reading this article, congratulations on taking the next step with your spouse! This month’s edition is intended to get you thinking about how you and your spouse can begin to handle your financial affairs from a joint perspective, even if that means handling your finances individually.
Continue readingWe are excited to be featuring our newest analyst Shelley Lein this week in our Employee Spotlight! Shelley joined our team in May and we are so grateful for all that she does! Learn more about Shelley here.
Market Minute
September 2022 – By Scott Rosenquist, CFA®
Yields across the treasury market have continued to rise this year as the Federal Reserve maintains its aggressive rate hiking plan to combat inflation. The rise in yields has delivered negative returns for fixed income investors across the bond market, with the broad index down double digits for the year. This dynamic has hurt broadly diversified portfolios that rely on the fixed income portion to offer ballast to equity exposure.
Continue readingMarket Memo
August 2022 – By Kyle Rohrwasser
Since our last Market Memo, a lot of information and news has come out changing the short-term paradigm within the marketplace and economic environment. We here at Vantage believes that we are still working through the effects of the pandemic as well as its economic response. From recent record-high inflation, war overseas, energy shortages, and inverted yield curve, low unemployment, negative GDP, and a hawkish Fed; we live in a unique and new market that is still finding its place.
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