Browsing: Vintage News

Why Real Estate?

Why Real Estate?

Since Vintage was founded in 1985, we’ve always allocated some of our client’s funds to real estate investments. The allocations have changed based on our outlook for the investment class and our client’s situations. Today, we have a larger allocation than usual, especially for our retired clients. If we look back throughout US history, it… read more

Best Workplace Award

We’re excited to be named one of the Best Places to Work for Financial Advisers by Investment News magazine. Their annual ranking recently came out and they named us #16 in the country in the category of 15-29 employees. Including the two larger firm categories, there were 75 firms that made the 2020 list. From… read more

Congrats to Jamieson

Congratulations to Jamieson Hopp for his promotion to Senior Financial Planner at Vintage. Jamieson joined Vintage two years ago after graduating with a Bachelor of Science degree in Financial Planning from Colorado State University. He recently earned the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®) designation. The designation requires the education component, passage of the tough certification… read more

Congratulations to Set

    Set Carpintero, a CFP who joined us last fall, has earned the Enrolled Agent or EA designation offered by the IRS.  While not as well known as the CPA designation, the EA is more narrowly focused on income taxes.  Set passed the three required exams and he can now represent taxpayers in front… read more

Scary Stuff

I’m scared.  You’ve probably heard about this coronavirus that’s going around.  I don’t want to get it.  I work hard every day to eat well and exercise and maintain a healthy weight.  I hate going to the ER and hospitals scare me. But it’s out there and spreading.  I’ve done all that I can, washing… read more

Vintage Wins Big Award!

We’re excited to announce that Vintage has won another big national award. Frank Moore and Jack McCloskey were in Chicago to receive the award at the Investment News Top Advisory Firm Summit last month. Vintage was one of seventeen firms in the country to be honored at the event and given the 2019 Best Practices… read more

Congrats to Michael Stros

Congratulations to Michael Stros for passing the Certified Financial Planner certification exam.  To become a CERTIFIED FINANCIAL PLANNER Professional™ a candidate must complete the education and experience requirement, pass the six hour board exam, and agree to abide by the Code of Ethics and Standard of Conduct.  In addition they agree to follow the practice… read more

Vintage One of Just Five

Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. The average firm this year managed over $4 billion for their clients. This year only five firms from Michigan were named to the prestigious ranking. See the article and list at Financial Times…. read more

Are You a Michigan One Percenter?

So how rich are you compared to others? There are different ways to look at this and different sources of financial information that are collected. You can have a high income but no money in the bank or can have a low income and a large investment portfolio. Even if we just focus on income… read more

Top Ranked by Forbes Again

Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country.  Forbes did their second annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #18 in Michigan, the top ranked advisor on the list from Washtenaw County. For their methodology,… read more