If someone has tried to sell you an annuity, chances are one of the main benefits that they pushed was the tax deferral. What they
The new Department of Labor rule to protect investors was supposed to go into effect today. It would require any financial advisor giving you advice
Some people are hesitant to hire a financial advisor because they know the advisor will get paid and they aren’t sure what value they may
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
Back in the 1980’s my wife and I bought our first home. It had been built in the 1950’s and, like any older home, needed
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.
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
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
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
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
