3 Reasons to Hire a Pro
#1: Navigating uncertain markets The investment markets have generally trended upward the last few years, but the magnitude of the recent performance is unlikely to continue. Stock prices are high; bond yields are low, and we’re seeing signs of speculation in parts of the investment market. An investment strategy executed by a pragmatic, […]
New Year Financial Checkup
Monday marks Ditch New Year’s Resolutions Day when millions of Americans will have already given up on their goals to improve their lives in the New Year. We could offer some new habits to try to enhance your finances this year, but instead we’ll suggest a few simple tasks with potentially big payoffs. Retirement Plan […]
The Smart Money
Back in March of 2000 we published an article in our On the Money print newsletter that discussed one of the hottest stocks of the day, Cisco, known for making the routers that powered the internet. Unlike many of the dot.com darlings, Cisco had actual profits. But, like most of the tech stocks back then, […]
When 2% = $1 million
As the year comes to a close, do you know how your investments fared for the year? Will you know your net investment return? Do you know how to calculate it? And to what benchmark do you compare your return? Most investors will simply look at their balance at year-end and be happy with a […]
Joe’s Bad Timing
Have you ever kicked yourself for buying stock funds at the top of a market cycle? Your timing may be bad, but it couldn’t be worse than Joe’s, one of the world’s worst market timers. Joe started working in the 1970’s but kept all his savings in a bank account that earned no interest. Joe […]
New Vintage Partner
We’re excited to announce another new partner at Vintage! Jack McCloskey, our COO who recently celebrated his tenth anniversary at Vintage, has purchased a stake in the company. Jack has been integral to our growth over the past decade and he’s excited to share in the growth of firm. Jack joins Candace Kinsler, who was […]
Don’t Forget Your Umbrella!
Not too long ago, a large storm ripped through Ann Arbor and surrounding communities. The storm took down power lines across the area, leaving many without electricity for days. Our office was one of those that lost power. Thankfully we had a plan in place should something like this occur. As a result, we were […]
Welcome Doug Watts, ChFC
We’re pleased to announce that Doug Watts has joined us as a financial planner. Doug has a few years’ experience as a financial advisor, most recently with Merrill Lynch. He is a Chartered Financial Consultant or ChFC, a designation similar to the Certified Financial Planner (CFP®) designation. He’s planning to take the CFP Board exam […]
Inflation is Here. How to Invest
The U.S. Bureau of Labor Statistics reported that inflation was up 5.4% for the year through the end of July, the highest rate in 13 years. While the Federal Reserve thinks that the current surge is temporary, they have underestimated the recent surge in prices and may well be wrong about the duration of these […]
Congrats to Nathan
Nathan Zolynsky joined us earlier this year as a financial planner. He’s a graduate of Central Michigan University where he earned a Bachelor of Science in Business Administration degree with a major in Personal Financial Planning. That coursework qualified him to take the Certified Financial Planner board exam. In July, Nathan passed the challenging, six […]
