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...

Market Pessimism and the Importance of Staying Invested

Feb 24, 2025 | Financial Planning, Investing, Investment Planning, Markets

Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often been wise to be “fearful when others are greedy and greedy when others are fearful.” While this can...

5 Important Tax Considerations for Your Financial Planning

Feb 13, 2025 | Financial Planning, Investment Planning, Tax Planning

Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the...

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...

Market Perspectives After a Nervous Start to 2025

Jan 15, 2025 | Investing, Investment Planning, Markets

The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Since the market peak on December 6 last year, the S&P 500 has pulled back 4.3% while the 10-year Treasury yield...

2025 Investment Guide: 5 Key Points for a Balanced Portfolio

Dec 10, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning

Just like the famous writer Balzac once said, “our worst misfortunes never happen, and most miseries lie in anticipation.” This perfectly describes what happened in 2024. Many people worried about the economy crashing, the stock market falling, and...
Page 4 of 6« First«...23456»

Recent Posts

  • The Role of Social Security in Financial Planning
  • Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective
  • What the “One Big Beautiful Bill” Means for Investors
  • Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs
  • How a Weakening Dollar Affects 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.