Browsing: Investments

Can You Afford a Vacation Home?

Can You Afford a Vacation Home?

By Frank Moore, MS, CFP Back in the mid-1990’s I was in my mid-30’s and discovered a great vacation property “up north” in Michigan.  The area offered great amenities and the prices were more affordable than some of the more popular tourist towns.  There were places to rent in the area, too, but I wondered… read more

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