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Joe’s Bad Timing

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… read more

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… read more

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… read more

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… read more

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… read more

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… read more

Bonds: Worth the Risk?

The investment industry has long recommended that investors build a balanced portfolio of stocks and bonds for their retirement nest egg.  A typical portfolio may be 60% stocks and 40% bonds depending on the investor’s age and risk tolerance.  History suggests that bonds will reduce the portfolio risk and provide a steady income for retirees. … read more

Congrats to Michael Stros, CFP®

We’re pleased to announce that Michael Stros, CFP® has met the CFP Board’s rigorous educational, experience, examination, and ethical requirements, and has been authorized to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Michael joined Vintage in 2019 after graduating from Central Michigan University with a Bachelor of Science degree in Personal Financial Planning. … read more

Will an Inheritance Screw Up Your Kid?

The idea of getting a large inheritance sounds great but the reality of sudden wealth can be very stressful. In fact, some people are often much better off not receiving a large sum of money. There’s even a term called Sudden Wealth Syndrome that recognizes the guilt, stress, impact on relationships and self-destructive behavior that… read more

Welcome Nathan Zolynsky

We are happy to announce that Nathan Zolynsky has joined the team at Vintage as a Financial Planner. He is a recent graduate of Central Michigan University where he earned a Bachelor of Science in Business Administration degree in Personal Financial Planning.  Nathan is a member of the Financial Planning Association and serves on the… read more