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.
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
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
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
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
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
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
In the financial planning profession there is a small minority of planners that refer to themselves as “fee only”. No one wants to pay fees
We found a good piece from another advisor, Mary Dean of Dean Roland Russell Family Wealth Management in San Diego. Mary is one of Frank’s
