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Investor Protection Rule Gets Trumped

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

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

Is it Time to Trust Brokers?

The big Wall Street brokerage firms/banks seem to run in a cycle of abusing their customers until there’s a crisis or crash and then facing additional regulation aimed at putting a stop to their less than ethical activities.  The more recent examples followed the dot com crash in 2000-02 when the NASDAQ stock index fell… read more

College and Finances

It’s September and college students are back in the dorms and classrooms for the new school year.  Many high school seniors are starting to think more seriously about their college options and upcoming applications.  A college degree can be a very expensive investment and it’s important to consider the financial side of the decision as… read more

Frank on Magazine Cover

Frank Moore was featured on the June, 2016 cover of NAPFA Advisor, a financial publication that goes out to NAPFA members and thousands of other financial advisors.  Frank was presiding over the NAPFA Spring Conference in Phoenix in the cover shot.

Advisors on the Road

With tax season over, most of our advisors headed off to various conferences.  Joe Henderson attended a small JP Morgan conference in Chicago that featured a number of high profile speakers including Tony Blair, James Carville and economist Austan Goolsbee. Todd Perry headed to Boston to hear from several portfolio managers and strategists at Fidelity… read more

Vintage Assets Top $400 Million

In April, Vintage hit a new milestone when our assets under management topped $400 million for the first time. Our client’s portfolios, along with the addition of new clients, pushed our assets up from the $200 million mark just four years ago. Thanks go to many of clients that referred new clients. In fact, our… read more