In this week’s issue of Barron’s, Frank Moore was again named to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28 and jumped to… read more
Vintage Nationally Recognized Again
June 29, 2018
Posted in: In the News
Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. This year just seven firms from Michigan were named to the prestigious ranking and Vintage was the only firm from Washtenaw County. See the article and list at Financial Times. Financial Time’s criteria… read more
Barron’s Names Frank to Top 1,200 Again
March 14, 2018
Posted in: In the News
In Barron’s March 12, 2018 issue they ran their annual list of America’s Top 1,200 Advisors and Frank Moore made the list again. The list ranks advisors by state and Frank jumped from #28 in 2017 to #18 in the 2018 ranking. He was, once again, the only advisor from Washtenaw County to make the… read more
Frank Named Top Advisor by Forbes
February 28, 2018
Posted in: In the News
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their first Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #10 in Michigan, the only advisor on the list from Washtenaw County. The ranking was… read more
John Owens Earns EA Tax Designation
January 21, 2018
Posted in: In the News, Vintage News
John Owens earned the tax designation, Enrolled Agent (EA) after passing three exams last year. The designation is offered by the IRS and it allows him to represent taxpayers before the IRS. The exams covered Individual Taxation, Business Taxation, and Representation and Practice before the IRS. John will need to complete at least 72 hours… read more
Vintage Named to FT 300
June 22, 2017
Posted in: In the News
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
Jim Burns Quoted in Financial Planning Magazine
March 20, 2017
Posted in: In the News
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
March 12, 2017
Posted in: In the News
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
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.
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