Five Big Financial Setbacks
Vintage will be 35 years old in early January and over the years we’ve seen a lot of big blunders people make with their finances. Some are a single bad transaction while others are minor ongoing and often overlooked areas that can significantly impact your standard of living in retirement. Here are five setbacks you’ll […]
Driving with the Rear View Mirror
There’s the joke about the woman watching the news with a report about a man driving the wrong way down the freeway. She knows her husband is in that area so she calls him on his cell phone to alert him and he says, “It’s not just one guy, they’re all driving the wrong way!” […]
Don’t Be Martha
At Vintage we aren’t licensed life insurance agents but we still sometimes get e-mails targeted to the commission based agents. This one pitches the fat commissions available for taking advantage of poor Martha, a 66-year-old woman with an extra $90,000 in the bank. It suggests that the agent can pitch Martha on turning her $90,000 […]
Free, Great Advice for Young People
Young people just getting started with a career typically have a hard time finding some good financial advice. They don’t have enough money to justify spending thousands of dollars working with a good financial planner, but they do need a roadmap to get their finances off to a good start. At Vintage, we’re happy to […]
Vintage One of Just Five
Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. The average firm this year managed over $4 billion for their clients. This year only five firms from Michigan were named to the prestigious ranking. See the article and list at Financial Times. […]
Are You a Michigan One Percenter?
So how rich are you compared to others? There are different ways to look at this and different sources of financial information that are collected. You can have a high income but no money in the bank or can have a low income and a large investment portfolio. Even if we just focus on income […]
Wall Street Wins, Investors Lose
Earlier this month the SEC approved new, long awaited regulations on investment advisors and brokers and how they work with their clients. While there has been a major push by investors and many investment advisors for a fiduciary standard for all advisors, the new SEC rules further confuse the differences between salespersons and fiduciary advisors. […]
Beneficiary Mistakes to Avoid
Taking time to review your account beneficiaries can do more than just make sure your wishes are met, it can also save your loved ones a significant amount of hassle or surprise when you pass. While all these decisions should be discussed with an estate planning attorney, here are some common issues we’ve helped our […]
Upcoming Tax Changes
Today is the deadline to file and pay your 2018 income taxes, but it’s not too early to start looking at 2019 tax planning and potential changes for 2020 and beyond. Both Congress and the IRS have changes in mind. The House Ways and Means Committee recently passed the SECURE act that would make a […]
Top Ranked by Forbes Again
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their second annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #18 in Michigan, the top ranked advisor on the list from Washtenaw County. For their methodology, […]
