Vantage Publications
Each month Vantage emails a monthly article on a current financial topic to clients and other friends of the firm. Below is a list of articles and an archive of the whole body of our work.
If you would like to receive our monthly article via email, please sign up here.
2011 Articles
The Markets
| Q4 | Review of 2011 Qtr 3 |
| Q3 | Review of 2011 Qtr 2 |
| Q2 | Review of 2011 Qtr 1 |
| Q1 | Review of 2010 Qtr 4 |
2010 Articles
Archived Publications
Due to ongoing changes in regulations and tax laws, content within these articles may no longer be applicable.
Click below for archived publications on the following topics:
Education Funding
| The New "Kiddie Tax" Law | |
| The Estate Planning Benefits of 529 Plans | |
| How Should I Save for My Child's Eductaion? | |
Employee Benefits
| Roth 401(k) Versus Traditional 401(k) | |
| How to Build a Strong Portfolio in your 401(k) | |
| Special Benefits for company Stock in your 401(k) | |
Estate Planning
| Avoiding Probate | |
| The Estate Planning Benefits of 529 Plans | |
| Transferring Assets for Medicare | |
| Naming a Beneficiary | |
Executive Benefits
Financial Planning
Focus on the educators
| Will TRS Be Enough? | |
| The Three Tiers of TRS | |
| It's Not Just About Investments | |
Insurance
| How Much Life Insurance do I Need? | |
Investments
| From One Who Has Been There | |
| Emerging Markets | |
| Should the Fed Cut Rates? | |
| Evaluating an Investment Portfolio | |
| The Basics of SIPC Insurance | |
| The Basics of FDIC Insurance | |
The Markets
| Q4 | Review of 2010 Qtr 3 |
| Q3 | Review of 2010 Qtr 2 |
| Q2 | Review of 2010 Qtr 1 |
| Q1 | Review of 2009 Qtr 4 |
Retirement Planning
Taxes
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