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
It’s graduation season and thousands of new college graduates will be starting their first “real world” jobs in the coming months. As they prepare to
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
The New Year is a great time to review your retirement plan, review your prior year progress, and determine any changes or goals for 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
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
Today’s very low bond yields have changed the investment landscape enough that traditional retirement income investing strategies need to be reconsidered. Retirees are generally concerned
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
