Browsing: In the News

Vintage Nationally Recognized Again

Vintage Nationally Recognized Again

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

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

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

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

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

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

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

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 on Magazine Cover

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.