Browsing: Investments

The Rule That Would Help Investors—Won’t

Investor Protection Rule Gets Trumped

Less than two weeks after taking office, President Trump directed the Department of Labor to review implementation of a new rule to protect investors.  The DoL’s fiduciary rule, first proposed in 2010, would require brokers, insurance agents, financial planners and others that give financial advice on retirement plans to put their client’s interests first. Wall… read more

Surprise!

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.  Overnight, professional traders sent stock futures plunging nearly 5% as it became clear that Trump could win.  That knee-jerk reaction to political, rather than economic, news was costly as stocks… read more

Is it Time to Trust Brokers?

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 additional regulation aimed at putting a stop to their less than ethical activities.  The more recent examples followed the dot com crash in 2000-02 when the NASDAQ stock index fell… read more

Vintage Assets Top $400 Million

In April, Vintage hit a new milestone when our assets under management topped $400 million for the first time. Our client’s portfolios, along with the addition of new clients, pushed our assets up from the $200 million mark just four years ago. Thanks go to many of clients that referred new clients. In fact, our… read more

2016 Investment Outlook

The first week of the new year has seen a rocky start to the stock market. Volatility in the Chinese market has spread throughout the globe. No one knows what will happen in the short term, but we’re not overly concerned about the recent volatility. When stock prices get into the fairly valued range, based… read more

The Post You Missed

Back in April and May, I had an item on my To Do list to write a post discussing the potential for a summer stock market correction and explaining what we’d do in the event that it happened. Don’t go looking for it because I didn’t get around to writing it. While I thought it… read more