Vintage Assets Top $400 Million
In April, Vintage hit a new milestone when our assets under management topped $400 million for the first time. Our client’s portfolios, along with the addition of new clients, pushed our assets up from the $200 million mark just four years ago. Thanks go to many of clients that referred new clients. In fact, our […]
2016 Investment Outlook
The first week of the new year has seen a rocky start to the stock market. Volatility in the Chinese market has spread throughout the globe. No one knows what will happen in the short term, but we’re not overly concerned about the recent volatility. When stock prices get into the fairly valued range, based […]
Frank Quoted in Washington Post
Frank Moore was recently quoted in an article in the Washington Post titled “Robo Advisors are Here. What’s a Human Financial Planner to do?” He’s also recently been quoted in articles in Financial Advisormagazine and Financial Planning magazine.
Frank Named NAPFA Chair
Frank Moore, Vintage’s founder and Chief Investment Officer, began serving as Chairman of the board of directors of NAPFA, the National Association of Personal Financial Advisors on September 1st. NAPFA is the largest association of Fee Only financial planners in the country and is often referenced in the media as the place to turn for […]
The Post You Missed
Back in April and May, I had an item on my To Do list to write a post discussing the potential for a summer stock market correction and explaining what we’d do in the event that it happened. Don’t go looking for it because I didn’t get around to writing it. While I thought it […]
Jack Earns Masters Degree
Jack McCloskey earned a Masters of Science degree in Financial Services from the College for Financial Planning. Jack is also a Certified Financial Planner (CFP) Professional and a Registered Tax Return Preparer (RTRP).
Frank Elected NAPFA Chair
The National Association of Personal Financial Advisors (NAPFA) recently elected Frank Moore, Vintage’s founder and CEO, to be the next Chairman of the national board of directors. Frank has been active with NAPFA for several years and previously served as president and chairman of the Midwest Region Board. He began a three year term on […]
Vintage Celebrates 30 Years
Vintage celebrated our 30th anniversary in January. In February we’ll have a big party at the Big House for our clients and friends.
Frank Named to NAPFA Board
Frank Moore began serving a three year term on the National Board of the National Association of Personal Financial Advisors (NAPFA) in September. In his first year he’ll serve as the board treasurer. NAPFA is the largest organization of fee only financial planners in the country.
How Long Will You Live?
One of the important factors in retirement planning is how long you expect to live. While most people would like to live at least through their mid-80’s, our genetics and lifestyle choices may preclude a long life. Yet with improving medical science more and more people will live into their 90’s and beyond. As you […]
