Insights

Educational resources to help you manage your financial life

Many clients want to learn more about particular areas in the financial planning and investment process. We encourage you to explore these resources.

Education Funding

Benefits CheckUp - benefit programs for seniors with limited resources
Department of Health Eldercare Information - agencies that can help with eldercare issues

Covered Call Option Writing - Vantage authored white paper
Chicago Board Options Exchange - the world's first and largest option exchange
Investopedia Explains Covered Call Options - information for investors of all experience levels
Characteristics and Risks of Standardized Options - explains the purposes and risks of options transactions, please read prior to buying or selling options contracts

Annual Credit Report - free credit report from Equifax, Experian & TransUnion
Better Business Bureau - check on business reliability & consumer fraud
Charity Navigator - evaluate the financial health of charities
Comparison Shopping - free unbiased information on millions of products
Financial Planning Association (FPA) - leadership and advocacy organization for financial planners
Kelley Blue Book - determine the fair market price of your vehicle
CFP Board - Certified Financial Planner requirements & code of ethics
Bankrate - up to date interest rate information
Zillow - find out how much your home is worth