Vantedge Wealth Management
  • Home
  • What We Do
    • Holistic Wealth Management
    • Our Process
    • Services
      • Financial Planning
      • Investment Planning
      • Tax Planning
      • Estate Planning Services
      • Retirement Income Planning
      • Business Owner Planning
  • About Us
    • Team Vantedge
    • Affiliations
    • Vantedge Plans
    • Blog
  • Engage
  • Client Portal
  • Contact Us

Special Update: Trade Wars and Market Risk

Mar 6, 2025 | Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets

Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals. Additional tariffs are expected in the coming months, including...

The Market Cycle and Risks to Retirees

Feb 13, 2025 | Business Owner Planning, Investment Planning, Markets, Retirement Income Planning, Risk Management

Market cycles are a natural part of investing, but deep drawdowns can have a lasting impact on portfolio growth—especially for retirees and those nearing retirement. Understanding the historical patterns of market declines and recoveries is crucial for managing risk...
Page 2 of 2«12

Recent Posts

  • Monthly Market Update for October
  • Perspectives on the Gold Rally and Dollar Debasement
  • Retirement Planning: Social Security COLA and Portfolio Considerations
  • Quarterly Market Update for Q4 2025: Navigating Conflicting Signals
  • Understanding Fed Rate Cuts: A Guide for Long-Term Investors
Vantedge Wealth Management Logo
(760) 758-3702 | info@vantedgewealth.com | LinkedIn

The Financial Advisors at Vantedge Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Vantedge Wealth Management, a registered investment advisor. Integrated Financial Partners and Vantedge Wealth Management are separate entities from LPL financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, ME, MA, NY, OH, OR, TN, TX, WA.

View the Firm ADV and Client Relationship Summary.

© 2025 Copyright Vantedge Wealth Management. All right reserved.