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The Rule That Would Help Investors—Won’t

Jim Burns Quoted in Financial Planning Magazine

Jim Burns was quoted in Financial Planning magazine last week in an article titled, “Advisers Split on Morningstar’s New Mutual Funds.”  One of Jim’s quotes was “We are focused on risk-, tax- and cost-adjusted returns to make sure we’re providing the best investment options we can.”

Frank Named a Top Advisor by Barron’s

In the March 6, 2017 issue of Barron’s magazine, they published their annual list of America’s Top 1,200 Financial Advisors.  The feature also ran in Barron’s sister publication, the Wall Street Journal.  They break the rankings down by state and Michigan had 30 advisors including Vintage’s Chief Investment Officer and Founder, Frank Moore.  The list includes… read more

Investor Protection Rule Gets Trumped

Less than two weeks after taking office, President Trump directed the Department of Labor to review implementation of a new rule to protect investors.  The DoL’s fiduciary rule, first proposed in 2010, would require brokers, insurance agents, financial planners and others that give financial advice on retirement plans to put their client’s interests first. Wall… read more

Is Your Retirement Plan on Track?

The New Year is a great time to review your retirement plan, review your prior year progress, and determine any changes or goals for the upcoming year.  Update Your Assumptions As you look ahead to the future, your retirement plan should reflect today’s low interest rates and relatively expensive stock prices.  The ten-year US Treasury… read more

Jack McCloskey Quoted in Wall Street Journal

Jack McCloskey was featured in a Wall Street Journal article this week, titled “Is Starting a 529 Worth It?”  Jack answered a few questions about 529 Plans that are available as a tax advantaged way to save for college costs.  See the article at the WSJ site or in pdf form.

Surprise!

Surprise!  The pollsters and pundits were dead wrong on the presidential race.  Wall Street doesn’t like surprises and the initial reaction was to sell stocks.  Overnight, professional traders sent stock futures plunging nearly 5% as it became clear that Trump could win.  That knee-jerk reaction to political, rather than economic, news was costly as stocks… read more