At Vintage we aren’t licensed life insurance agents but we still sometimes get e-mails targeted to the commission based agents. This one pitches the fat
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
One question we sometimes get is “where do our clients live?” We decided to take a look, and the findings may surprise you. Clients and
Happy New Year, especially for your 401(k)! Year-end 401(k) and other retirement plan statements are now coming out and there’s reason for excitement: the Dow
Pre-retirees are often focused on how much money that they’ll be able to draw for their retirement income, but how much you can spend will
The new Department of Labor rule to protect investors was supposed to go into effect today. It would require any financial advisor giving you advice
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
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
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
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
