Back in the 1980’s my wife and I bought our first home. It had been built in the 1950’s and, like any older home, needed some repairs and updates. Since we’d spent most of our savings on the house down payment, we didn’t have much money. So when it came to the home repair and… read more
Jack McCloskey Quoted in Wall Street Journal
December 7, 2016
Posted in: College Funding, In the News
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!
November 9, 2016
Posted in: Financial Planning, Investments
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
Frank Quoted in New York Times
November 2, 2016
Posted in: Fee Only, In the News, Investments, Retirement Planning, Vintage News
Frank Moore was quoted in the New York Times in October in an article titled, Red-Flag Time: Your Broker Offers a Can’t-Miss Sales Contest. The article discussed how it is difficult for consumers to determine whether or not to trust their financial advisor. Frank shared one of the recent cases we’ve seen where brokers sell… read more
Is it Time to Trust Brokers?
October 17, 2016
Posted in: Financial Planning, Investments, Vintage News
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
September 15, 2016
Posted in: College Funding, Financial Planning
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
September 9, 2016
Posted in: In the News
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.
Vintage Assets Top $400 Million
May 5, 2016
Posted in: Investments
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
2016 Investment Outlook
January 6, 2016
Posted in: Investments
The first week of the new year has seen a rocky start to the stock market. Volatility in the Chinese market has spread throughout the globe. No one knows what will happen in the short term, but we’re not overly concerned about the recent volatility. When stock prices get into the fairly valued range, based… read more
Frank Quoted in Washington Post
November 8, 2015
Posted in: In the News
Frank Moore was recently quoted in an article in the Washington Post titled “Robo Advisors are Here. What’s a Human Financial Planner to do?” He’s also recently been quoted in articles in Financial Advisormagazine and Financial Planning magazine.