Back in April and May, I had an item on my To Do list to write a post discussing the potential for a summer stock market correction and explaining what we’d do in the event that it happened. Don’t go looking for it because I didn’t get around to writing it. While I thought it… read more
Jack McCloskey earned a Masters of Science degree in Financial Services from the College for Financial Planning. Jack is also a Certified Financial Planner (CFP) Professional and a Registered Tax Return Preparer (RTRP).
The National Association of Personal Financial Advisors (NAPFA) recently elected Frank Moore, Vintage’s founder and CEO, to be the next Chairman of the national board of directors. Frank has been active with NAPFA for several years and previously served as president and chairman of the Midwest Region Board. He began a three year term on… read more
Vintage celebrated our 30th anniversary in January. In February we’ll have a big party at the Big House for our clients and friends.
Frank Moore began serving a three year term on the National Board of the National Association of Personal Financial Advisors (NAPFA) in September. In his first year he’ll serve as the board treasurer. NAPFA is the largest organization of fee only financial planners in the country.
One of the important factors in retirement planning is how long you expect to live. While most people would like to live at least through their mid-80’s, our genetics and lifestyle choices may preclude a long life. Yet with improving medical science more and more people will live into their 90’s and beyond. As you… read more
This year we’ve encouraged many clients to update their estate plans. In addition to getting your documents updated by an attorney it’s also a good idea to let your family members or personal representative/executor know how they can find all the important papers and information they’ll need upon your death. At Vintage we’ve included a… read more
Our firm was named a Top Performer in the inaugural Investment News Best Practices Awards. The award ceremony was held in Chicago in September, 2013. Vintage, along with five other firms, were recognized as the Top Performing firms in the country for their human capital management. The selection was made from the annual Investment News/Moss… read more
Many investors shop for mutual fund investments much like they shop for a car or refrigerator. They do some research and look for the highest rated product in their price range. In the mutual fund marketplace Morningstar has made it easy for investors with their star rating system. For over 25 years they’ve rated mutual… read more
Today’s very low bond yields have changed the investment landscape enough that traditional retirement income investing strategies need to be reconsidered. Retirees are generally concerned with drawing a steady income in retirement and bonds have traditionally been a good income producing investment but they just don’t yield enough today. Over the past 50 years the… read more