By Daniel Ortega, Head of Retail Sales At Vantage, we are passionate about increasing your financial literacy Before putting your nest egg at risk by investing, it is essential to determine what lifestyle you desire to achieve, by what age you wish to attain it, and how much money you need to accomplish your retirement goal. That is where information…
By William Striplin, Compliance Specialist with Vantage Retirement Plans On December 20th, 2019, federal spending bill H.R.1994 passed through both houses and included the “Setting Every Community Up for Retirement Enhancement (SECURE)” Act. This act has a large impact on the retirement industry and could affect your retirement planning in the immediate future. Below is a small portion of the…
By J.P. Dahdah, Founder & CEO of Vantage Do you include retirement planning in your New Year’s resolutions? With 2019 behind us, we can begin to focus our attention on the new list of goals for the upcoming year. For some of you, the tradition of writing down your New Year’s resolutions has become a dreaded routine. Why? Because your…
By J.P. Dahdah, Founder & CEO of Vantage VOLATILITY Everywhere I turn, I hear complaints about the volatility in the market. I turn on CNBC, and it’s all about how volatility is erasing billions of dollars in value from investor portfolios. I pick up the Wall Street Journal, and I see the stress of traders. The recent volatility has led…
By J.P. Dahdah, Founder & CEO of Vantage To Invest is typically not an area in which most people feel confident. Anything surrounding financial matters tends to make people uncomfortable, stressed, and anxious. We worry about earning enough money, saving enough money, protecting our money, and finding effective multiplying our money strategies. Add these concerns on top of the long…
How many years have you worked in Phoenix and how many years total in your industry? I have worked in Phoenix since 1997, after graduating from the University of Arizona. I have been in my industry since then, too, for 22 years. What’s the most important trait of a good leader? In a word, humility. A good leader must clearly…