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
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).
Vintage celebrated our 30th anniversary in January. In February we’ll have a big party at the Big House for our clients and friends.
Frank Moore began serving a three year term on the National Board of the National Association of Personal Financial Advisors (NAPFA) in September. In his first year he’ll serve as the board treasurer. NAPFA is the largest organization of fee only financial planners in the country.
Our firm was named a Top Performer in the inaugural Investment News Best Practices Awards. The award ceremony was held in Chicago in September, 2013. Vintage, along with five other firms, were recognized as the Top Performing firms in the country for their human capital management. The selection was made from the annual Investment News/Moss… read more
Frank Moore spoke at the NAPFA (National Association of Personal Financial Advisors) National conference in Chicago in mid-May. His talk was part of the Practice Foundations series that is designed to teach newer financial planners how to build a practice. Frank’s talk was picked up by a reporter from Financial Planning magazine who featured it… read more