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Vintage Named to FT 300

Vintage Named to FT 300

Vintage is pleased to announce that we were named to the Financial Times 300 list of the country’s top RIA firms for 2017.  We were one of just nine firms in Michigan to make the exclusive list. The average firm on the list manages $2.7 billion and about two thirds of the ranking formula is… read more

Eighth Wonder of the World

It’s graduation season and thousands of new college graduates will be starting their first “real world” jobs in the coming months.  As they prepare to begin “adulting” they’ll face all kinds of demands on their new paychecks including security deposits, new furniture, a work wardrobe and maybe even their own cell phone plan. At the… read more

Fight Back on Health Care Costs

If you’ve been billed for medical costs in recent years, you might well have been outraged at the amounts charged and the lack of explanation about your bill.  If you’re lucky, your health insurance provider negotiated a discount, but chances are your deductible and co-pay amounts have climbed in recent years so that you got… read more

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