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Vintage One of Just Five

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…. read more

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… read more

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…. read more

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… read more

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… read more

Barron’s Top 1200 Advisors

In this week’s issue of Barron’s, Frank Moore was again named to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28 and jumped to… read more

Tax Refund or Tax Cut?

We’ve often heard frustrated people exclaim, “I had to pay taxes this year” when faced with writing a check to the IRS in April. The fact is, unless they’re very low income, most people pay taxes every year, mainly through the withholding from their paychecks, pensions or Social Security. With the dramatic change in the… read more

New Tax Forms

With the passage of the Tax Cuts and Jobs Act at the end of 2017, several provisions of the tax code changed considerably. From tax rate changes to the elimination of many deductions and a big increase in the standard deduction, many taxpayers and preparers are still wrapping their heads around the sweeping reform bill…. read more

Are You a Buncher?

As the holidays roll around many people do their annual charitable giving.  And these gifts usually come from the heart.  But there’s also the tax deduction.  Unfortunately, this year many taxpayers may find that their charitable donations won’t be deductible, though they may not learn that until their tax return gets filed in a few… read more