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# Vantedge Wealth Management

Clear Coordinated Planning

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## Posts

- [Supreme Court Tariff Ruling: Key Takeaways for Investors](https://vantedgewealth.com/supreme-court-tariff-ruling-key-takeaways-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] After nearly a year of trade policy uncertainty, the Supreme Court’s ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is
- [Jobs, Inflation, and Growth: Is the Economy Healthy?](https://vantedgewealth.com/jobs-inflation-and-growth-is-the-economy-healthy/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The health of the economy is important to long-term investors because it drives their portfolios and their financial plans. Recent economic data points have sent
- [Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals](https://vantedgewealth.com/monthly-market-update-for-january-geopolitics-the-fed-and-precious-metals/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were
- [How Equity Compensation Fits into Your Financial Plan](https://vantedgewealth.com/how-equity-compensation-fits-into-your-financial-plan/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted stock units
- [Managing New Tax Changes to Optimize Your Financial Plan](https://vantedgewealth.com/managing-new-tax-changes-to-optimize-your-financial-plan/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As former Senator Max Baucus once observed, “tax complexity itself is a kind of tax.” While this is the case every year, this is especially
- [Special Update: Venezuela, Oil, and the Impact on Portfolios](https://vantedgewealth.com/special-update-venezuela-oil-and-the-impact-on-portfolios/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military
- [2025 Year in Review: A Historic Market Year for Investors](https://vantedgewealth.com/2025-year-in-review-a-historic-market-year-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] 2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of
- [Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty](https://vantedgewealth.com/monthly-market-update-for-november-volatility-amid-ai-and-fed-uncertainty/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks, bonds,
- [3 Tax Planning Opportunities Before December 31](https://vantedgewealth.com/3-tax-planning-opportunities-before-december-31/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning
- [Monthly Market Update for October](https://vantedgewealth.com/monthly-market-update-for-october/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The stock market continued its strong performance in October despite uncertainty from a government shutdown and renewed trade tensions with China early in the month.
- [Perspectives on the Gold Rally and Dollar Debasement](https://vantedgewealth.com/perspectives-on-the-gold-rally-and-dollar-debasement/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As many asset classes have reached new peaks, gold has also climbed over 60% this year to above $4,300 per ounce. This rally has captured
- [Retirement Planning: Social Security COLA and Portfolio Considerations](https://vantedgewealth.com/retirement-planning-social-security-cola-and-portfolio-considerations/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has
- [The Role of Dividends as the Fed Cuts Rates](https://vantedgewealth.com/the-role-of-dividends-as-the-fed-cuts-rates/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] The late Jack Bogle observed that “successful investing is about owning businesses and reaping the huge rewards provided by the dividends and earnings growth of
- [How a Weakening Dollar Affects Long-Term Investors](https://vantedgewealth.com/how-a-weakening-dollar-affects-long-term-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid
- [How the Great Wealth Transfer Creates Financial Planning Opportunities](https://vantedgewealth.com/how-the-great-wealth-transfer-creates-financial-planning-opportunities/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] “Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This statement by former United States Surgeon General C. Everett
- [Quarterly Market Update for Q4 2025: Navigating Conflicting Signals](https://vantedgewealth.com/quarterly-market-update-for-q4-2025-navigating-conflicting-signals/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines – such as the tariff-driven
- [Understanding Fed Rate Cuts: A Guide for Long-Term Investors](https://vantedgewealth.com/understanding-fed-rate-cuts-a-guide-for-long-term-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]The famous investing principle “don’t fight the Fed” was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve’s monetary
- [How to Navigate Fears of a Market Bubble](https://vantedgewealth.com/how-to-navigate-fears-of-a-market-bubble/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking “are we in a bubble?” This is as much
- [Special Update: What the Fed Rate Cut Means for Long-Term Investors](https://vantedgewealth.com/special-update-what-the-fed-rate-cut-means-for-long-term-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The famous investing principle “don’t fight the Fed” was coined in the 1970s but has only grown in significance. The idea is simple: the Federal
- [Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth](https://vantedgewealth.com/monthly-market-update-for-august-markets-climb-on-fed-expectations-and-earnings-growth/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed
- [Fed Rate Cuts: What Is the Bond Market Signaling to Investors?](https://vantedgewealth.com/fed-rate-cuts-what-is-the-bond-market-signaling-to-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Fed Chair Jerome Powell’s recent speech at the Fed’s annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest
- [How Investors Can Keep Up with Inflation](https://vantedgewealth.com/how-investors-can-keep-up-with-inflation/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] When it comes to natural disasters, it’s important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the
- [How Reliable is Government Data? Creating a Balanced Economic Picture](https://vantedgewealth.com/how-reliable-is-government-data-creating-a-balanced-economic-picture/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] For investors trying to understand the economy, recent reports have provided mixed signals, even leading President Trump to fire the Bureau of Labor Statistics commissioner.
- [The Role of Social Security in Financial Planning](https://vantedgewealth.com/the-role-of-social-security-in-financial-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”post_content”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about
- [Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective](https://vantedgewealth.com/bitcoin-copper-gold-and-silver-a-portfolio-perspective/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]One of the biggest challenges for investors is balancing long-term goals with short-term market moves. This is just as true when financial markets are rallying as when
- [What the "One Big Beautiful Bill" Means for Investors](https://vantedgewealth.com/what-the-one-big-beautiful-bill-means-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This
- [Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs](https://vantedgewealth.com/quarterly-market-update-for-q2-2025-tariffs-geopolitics-and-all-time-highs/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House’s tariff announcements in
- [Estate Planning: Important Considerations Amid Political Uncertainty](https://vantedgewealth.com/estate-planning-important-considerations-amid-political-uncertainty/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to
- [Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade](https://vantedgewealth.com/monthly-market-update-for-may-2025-a-positive-month-despite-u-s-debt-downgrade/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”2px|||||” global_colors_info=”{}” theme_builder_area=”post_content”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals,
- [What Debt, Deficits, and the Moody’s Downgrade Mean for Investors](https://vantedgewealth.com/what-debt-deficits-and-the-moodys-downgrade-mean-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch’s downgrade in 2023 and Standard &
- [Planning for Rising Health Care Costs and the Role of HSAs](https://vantedgewealth.com/planning-for-rising-health-care-costs-and-the-role-of-hsas/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The cost of health care continues to climb with no signs of slowing down, making it one of the most significant expenses in retirement. A 65-year-old
- [Special Update: What U.S.-China Trade Progress Means for Investors](https://vantedgewealth.com/special-update-what-u-s-china-trade-progress-means-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90
- [Understanding Consumer Debt in a Two-Speed Economy](https://vantedgewealth.com/understanding-consumer-debt-in-a-two-speed-economy/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The financial health of consumers is an important indicator of the broader economy. Consumer spending represents about 70% of all spending across the economy, and steady
- [College Planning: Key Financial Considerations](https://vantedgewealth.com/college-planning-key-financial-considerations/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families
- [Monthly Market Update for April 2025: Lessons After a Historic Month](https://vantedgewealth.com/monthly-market-update-for-april-2025-lessons-after-a-historic-month/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]April was one of the most volatile months in history as markets reacted to new tariff announcements. However, even though the S&P 500 fell as much as 12%
- [What Bond Volatility and the Battle Over Fed Policy Mean for Investors](https://vantedgewealth.com/what-bond-volatility-and-the-battle-over-fed-policy-mean-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute
- [The Bigger Picture on U.S. and China Tensions](https://vantedgewealth.com/the-bigger-picture-on-u-s-and-china-tensions/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has
- [The Importance of Offense and Defense in Challenging Markets](https://vantedgewealth.com/the-importance-of-offense-and-defense-in-challenging-markets/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds,
- [Special Update: Reciprocal Tariffs and the Market Reaction](https://vantedgewealth.com/special-update-reciprocal-tariffs-and-the-market-reaction/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country
- [What the Fed's Rate Pause Means for Long-Term Investors](https://vantedgewealth.com/what-the-feds-rate-pause-means-for-long-term-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to investors that changes in policy
- [Understanding Market Corrections and the Impact of Trade Policy](https://vantedgewealth.com/understanding-market-corrections-and-the-impact-of-trade-policy/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] The financial markets have entered correction territory as trade policy concerns create turbulence, particularly affecting technology shares. The recurring nature of these market swings may leave
- [Perspectives on Consumer Pessimism and Economic Risk](https://vantedgewealth.com/perspectives-on-consumer-pessimism-and-economic-risk/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] Concerns over the economy have intensified, leading to a challenging investment environment. The S&P 500 briefly fell into correction territory recently (a decline of 10% or
- [Finding Perspective Amid Recession Fears](https://vantedgewealth.com/finding-perspective-amid-recession-fears/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] The stock market has stumbled with the S&P 500 and Nasdaq declining year-to-date.1 While tariffs have garnered the most attention, investors are also concerned about mixed
- [Special Update: Trade Wars and Market Risk](https://vantedgewealth.com/special-update-trade-wars-and-market-risk/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] 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
- [Retirement Planning Beyond the 4% Rule](https://vantedgewealth.com/retirement-planning-beyond-the-4-rule/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] [/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] Will your savings last as long as your retirement? It’s a pressing question that keeps many Americans awake at night – and for good reason. The
- [Monthly Market Update for February 2025: Inflation and Growth Concerns](https://vantedgewealth.com/monthly-market-update-for-february-2025-inflation-and-growth-concerns/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Monthly Market Update – February 2025 February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1% in the month. Tariffs
- [Market Pessimism and the Importance of Staying Invested](https://vantedgewealth.com/market-pessimism-and-the-importance-of-staying-invested/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] 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
- [Lessons from Warren Buffett for Today’s Market](https://vantedgewealth.com/lessons-from-warren-buffett-for-todays-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][/et_pb_code][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently
- [How Loss Aversion and the Sequence of Returns Impact Investors](https://vantedgewealth.com/another-blog-post/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time
- [How Carry Trades and Market Fragility Impact Investors](https://vantedgewealth.com/how-carry-trades-and-market-fragility-impact-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.25.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be behind on cutting rates, and some disappointing tech earnings. Ironically, despite the
- [How Corporate Earnings Support the Market Rebound](https://vantedgewealth.com/how-corporate-earnings-support-the-market-rebound/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Financial markets have been resilient in recent weeks, almost fully recovering from the swings experienced at the beginning of August. Major stock market indices are once again approaching all-time highs, with the
- [3 Investor Lessons from the Summer's Market Volatility](https://vantedgewealth.com/3-investor-lessons-from-the-summers-market-volatility/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year. August began with
- [What Fed Rate Cuts Mean for Investors- A Deeper Dive](https://vantedgewealth.com/what-fed-rate-cuts-mean-for-investors-a-deeper-dive/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The Federal Reserve’s interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is cutting rates
- [5 Insights on the Fed, Election, and Volatility in Q4](https://vantedgewealth.com/5-insights-on-the-fed-election-and-volatility-in-q4/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy has grown steadily, albeit
- [What the Gold Rally Means for Investors](https://vantedgewealth.com/what-the-gold-rally-means-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Although markets have performed well this year, some investors may be nervous about upcoming events such as the presidential election, the Fed’s next rate decision, and the state of the economy. Along
- [How Retirees Can Navigate Cost of Living Challenges](https://vantedgewealth.com/how-retirees-can-navigate-cost-of-living-challenges/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] For those in or approaching retirement age, there is nothing more important than building a portfolio that can support a long, fulfilling retirement. Given the difficult inflationary conditions of the past few years, the
- [Trump vs. Harris: How the Upcoming Election Impacts Financial Plans](https://vantedgewealth.com/trump-vs-harris-how-the-upcoming-election-impacts-financial-plans/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates
- [Why Interest Rates Are Defying Expectations Amid Fed Cuts, the Election, and More](https://vantedgewealth.com/why-interest-rates-are-defying-expectations-amid-fed-cuts-the-election-and-more/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] An important yet counterintuitive issue for investors is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts. The 10-year U.S. Treasury yield, for instance, has jumped from
- [Special Update: President Trump’s Election Victory and Investing](https://vantedgewealth.com/special-update-president-trumps-election-victory-and-investing/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other
- [How Politics and Markets Impact Your Long-Term Investment Strategy](https://vantedgewealth.com/how-politics-and-markets-impact-your-long-term-investment-strategy/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Following the recent election, financial markets have quickly shifted focus to what comes next. While stocks and cryptocurrencies have jumped higher, it’s important to look beyond short-term market moves and maintain a
- [How the $36 Trillion National Debt Impacts Investors](https://vantedgewealth.com/how-the-36-trillion-national-debt-impacts-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]The national debt is quickly approaching $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists. This means that the federal debt has nearly quadrupled since
- [3 Reasons Investors Can Be Thankful This Holiday Season](https://vantedgewealth.com/3-reasons-investors-can-be-thankful-this-holiday-season/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has
- [2025 Investment Guide: 5 Key Points for a Balanced Portfolio](https://vantedgewealth.com/2025-investment-guide-5-key-points-for-a-balanced-portfolio/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] 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
- [Market Perspectives After a Nervous Start to 2025](https://vantedgewealth.com/market-perspectives-after-a-nervous-start-to-2025/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] 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
- [7 Ways the Presidential Inauguration Affects Investors](https://vantedgewealth.com/7-ways-the-presidential-inauguration-affects-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The stock market had rallied as much as 5.3% with dividends in the month following the November election, before giving up
- [Why Bonds Present Opportunities in This Market Environment](https://vantedgewealth.com/why-bonds-present-opportunities-in-this-market-environment/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Interest rates are fluctuating as investors adjust their expectations around economic growth, Federal Reserve rate moves, and the Trump administration’s policies. The 10-year Treasury yield had risen as high as 4.8% in
- [Special Update: What the DeepSeek Moment Means for Investors](https://vantedgewealth.com/special-update-what-the-deepseek-moment-means-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes – large glass tubes that were fragile and consumed enormous amounts of power, generating significant heat.
- [Monthly Market Update - January 2025](https://vantedgewealth.com/monthly-market-update-january-2025/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned to the White House and signed dozens of executive orders, the
- [The Market Cycle and Risks to Retirees](https://vantedgewealth.com/the-market-cycle-and-risks-to-retirees/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] 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
- [5 Important Tax Considerations for Your Financial Planning](https://vantedgewealth.com/5-important-tax-considerations-for-your-financial-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px|||1px|false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] 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
- [What Dow 40,000 Means for Consumer Net Worth](https://vantedgewealth.com/what-dow-40000-means-for-consumer-net-worth/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year. While this has felt like a difficult year
- [How Tax Policy Affects the Stock Market](https://vantedgewealth.com/how-tax-policy-affects-the-stock-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot be overstated. Tax policy affects every aspect
- [How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More](https://vantedgewealth.com/how-investors-can-navigate-market-pullbacks-geopolitical-risk-and-more/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other
- [How the Costs and Benefits of College Affect Financial Plans](https://vantedgewealth.com/how-the-costs-and-benefits-of-college-affect-financial-plans/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] For many households, college decisions are a cause for celebration. However, college also represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or
- [Why Cash Is Not a Long-Term Investment](https://vantedgewealth.com/why-cash-is-not-a-long-term-investment/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed
- [How Earnings Can Guide Investors in Difficult Markets](https://vantedgewealth.com/how-earnings-can-guide-investors-in-difficult-markets/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This
- [The Cycle of Fear, Greed, and Shrinking Returns](https://vantedgewealth.com/the-cycle-of-fear-greed-and-shrinking-returns/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” custom_padding=”9px|||||”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] $100 is on the table, and you have a choice. You can choose to receive $50 or flip a coin. If you choose the coin toss and get heads, you get $100. If
- [Inflation is still one of the biggest risk factors we're watching this year](https://vantedgewealth.com/inflation-is-still-one-of-the-biggest-risk-factors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]While inflation is still well below its 2022 peak, the data shows that the fight toward 2% still has pretty far to go. Annual inflation has stubbornly remained above 3%, and the December report shows
- [How Consumer Spending Supports the Economy and Markets](https://vantedgewealth.com/how-consumer-spending-supports-the-economy-and-markets/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods and services, and make large one-time purchases,
- [How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios](https://vantedgewealth.com/how-gold-bitcoin-and-market-breadth-impact-diversified-portfolios/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time
- [How Presidential Elections Affect the Stock Market](https://vantedgewealth.com/how-presidential-elections-affect-the-stock-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″] With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald
- [What Fed Rate Cuts and Disinflation Mean for Long-Term Investors](https://vantedgewealth.com/what-fed-rate-cuts-and-disinflation-mean-for-long-term-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health
- [How Residential and Commercial Real Estate Impact Markets](https://vantedgewealth.com/how-residential-and-commercial-real-estate-impact-markets/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”et_body_layout”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”et_body_layout” sticky_enabled=”0″]With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have been positive, putting the Fed in
- [3 Market Insights for Investors in Q2 2024](https://vantedgewealth.com/3-market-insights-for-investors-in-q2-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally. Only three months later, those concerns

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- [Investment Planning](https://vantedgewealth.com/investment-planning/) - Investment planning is an integral part of your wealth management plan. Our process begins with defining your portfolio objectives and designing a plan specific for you and your goals.
- [Financial Planning](https://vantedgewealth.com/financial-planning/) - Financial planning is the logical starting point for making good financial decisions. Find out how Vantedge Wealth Management can help you
- [Blog](https://vantedgewealth.com/blog/) - [et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” background_image=”https://vantedgewealth.com/wp-content/uploads/2024/03/AdobeStock_371803863-Medium.jpeg” background_position=”top_center” background_vertical_offset=”25%” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” min_height=”375px” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” animation_speed_curve=”ease” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”||||||||” text_text_color=”#FFFFFF” header_text_color=”#FFFFFF” background_color=”rgba(0,0,0,0.75)” custom_margin=”200px||||false|false” custom_padding=”20px|20px|20px|20px|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”] Blog We are always engaged in financial research and we periodically present our findings to our clients. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.23.4″
- [Client Portal](https://vantedgewealth.com/client-portal/) - Helpful resources for our clients.
- [Holistic Wealth Management](https://vantedgewealth.com/holistic-wealth-management/) - [et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_image=”https://vantedgewealth.com/wp-content/uploads/2023/12/AdobeStock_677082472-scaled.jpeg” background_position=”top_center” background_vertical_offset=”20%” height=”504px” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|desktop” transform_translate=”0px|139px” transform_translate_tablet=”0px|139px” transform_translate_phone=”0px|-38px” transform_translate_last_edited=”on|desktop” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|desktop” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|desktop” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|desktop” transform_styles_last_edited=”on|desktop” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” animation_speed_curve=”ease” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” background_color=”rgba(0,0,0,0.75)” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_text_color=”#FFFFFF” header_text_color=”#FFFFFF” custom_margin=”||-2px|||” custom_padding=”20px|20px|10px|20px|false|false” global_colors_info=”{}”] WealthPlan 360 is Holistic Wealth Management
- [Our Process](https://vantedgewealth.com/our-process/) - Our coordinated approach creates a planning environment that allows your wealth management plan to build on itself while involving you and your key advisors to create a single, effective core plan.
- [Affiliations](https://vantedgewealth.com/affiliations/) - The resources we receive from Integrated Financial Partners and LPL Financial allow us to provide a much broader suite of services for our clients.
- [Team Vantedge](https://vantedgewealth.com/team-vantedge/) - The Vantedge Wealth Management team is comprised of seasoned investment professionals, equipped with extensive knowledge in portfolio management, financial planning, trading, operations, and analysis.
- [Start Your Plan Today](https://vantedgewealth.com/start-your-plan-today/) - Get started developing your financial future with one of our financial professionals.
- [Contact Us](https://vantedgewealth.com/contact-us/) - Contact one of the helpful client service specialists at Vantedge Wealth Management
- [Strategic Partners](https://vantedgewealth.com/strategic-partners/) - [et_pb_section fb_built=”1″ _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Strategic Partners” _builder_version=”4.22.1″ _module_preset=”default” title_text_align=”center” global_colors_info=”{}”][/et_pb_heading][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://vantedgewealth.com/wp-content/uploads/2023/08/square_vantpoint2.jpg” title_text=”square_vantpoint2″ align=”center” module_class=”circular-content” _builder_version=”4.22.1″ _module_preset=”default” width=”35%” global_colors_info=”{}”][/et_pb_image][et_pb_image src=”https://vantedgewealth.com/wp-content/uploads/2023/08/logo_Tax.svg” title_text=”logo_Tax” align=”center” _builder_version=”4.22.1″ _module_preset=”default” width=”40%” global_colors_info=”{}”][/et_pb_image][et_pb_button button_url=”https://vantedgetax.com” url_new_window=”on” button_text=”Learn More” button_alignment=”center” _builder_version=”4.22.1″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” hover_enabled=”0″ global_colors_info=”{%22gcid-cbd5de35-407b-4dc4-89da-4c6ceb16fa6f%22:%91%22button_bg_color%22%93}” button_bg_color=”gcid-cbd5de35-407b-4dc4-89da-4c6ceb16fa6f” button_bg_enable_color=”on”

## Categories

- [Uncategorized](https://vantedgewealth.com/category/uncategorized/)
- [Investing](https://vantedgewealth.com/category/investing/)
- [Risk Management](https://vantedgewealth.com/category/risk-management/)
- [Markets](https://vantedgewealth.com/category/markets/)
- [Financial Planning](https://vantedgewealth.com/category/financial-planning/)
- [Investment Planning](https://vantedgewealth.com/category/investment-planning/)
- [Tax Planning](https://vantedgewealth.com/category/tax-planning/)
- [Retirement Income Planning](https://vantedgewealth.com/category/retirement-income-planning/)
- [Estate Planning](https://vantedgewealth.com/category/estate-planning/)
- [Business Owner Planning](https://vantedgewealth.com/category/business-owner-planning/)