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 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.”
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 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 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
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.
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.
Frank Moore, Vintage’s founder and Chief Investment Officer, began serving as Chairman of the board of directors of NAPFA, the National Association of Personal Financial Advisors on September 1st. NAPFA is the largest association of Fee Only financial planners in the country and is often referenced in the media as the place to turn for… read more
Todd Perry was named a Five Star Wealth Manager in the Detroit area for the first time this year. Todd joins Frank Moore and Joe Henderson who were named again this year. The designation has been presented to less than 7% of the Detroit area’s financial advisors for the past five years.
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).