The investment industry has long recommended that investors build a balanced portfolio of stocks and bonds for their retirement nest egg. A typical portfolio may be 60% stocks and 40% bonds depending on the investor’s age and risk tolerance. History suggests that bonds will reduce the portfolio risk and provide a steady income for retirees. … read more
Congrats to Michael Stros, CFP®
June 29, 2021
Posted in: In the News, Vintage News
We’re pleased to announce that Michael Stros, CFP® has met the CFP Board’s rigorous educational, experience, examination, and ethical requirements, and has been authorized to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Michael joined Vintage in 2019 after graduating from Central Michigan University with a Bachelor of Science degree in Personal Financial Planning. … read more
Will an Inheritance Screw Up Your Kid?
June 15, 2021
Posted in: Vintage News
The idea of getting a large inheritance sounds great but the reality of sudden wealth can be very stressful. In fact, some people are often much better off not receiving a large sum of money. There’s even a term called Sudden Wealth Syndrome that recognizes the guilt, stress, impact on relationships and self-destructive behavior that… read more
Welcome Nathan Zolynsky
May 25, 2021
Posted in: In the News, Vintage News
We are happy to announce that Nathan Zolynsky has joined the team at Vintage as a Financial Planner. He is a recent graduate of Central Michigan University where he earned a Bachelor of Science in Business Administration degree in Personal Financial Planning. Nathan is a member of the Financial Planning Association and serves on the… read more
Warmer Weather & Lower Taxes?
April 15, 2021
Posted in: Vintage News
Are you looking for warmer weather and lower taxes? Michiganders have often headed to Florida in the winter and some move there permanently in their later years. But many Michiganders may want to retain relationships and enjoy the summers in Michigan and maintain a second home in Florida. Florida has no income tax so that… read more
Frank Named to Barron’s Top 1200
March 15, 2021
Posted in: In the News, Vintage News
Frank Moore, our founder and Chief Investment Officer, was again named to the prestigious Barron’s Top 1,200 Financial Advisors ranking for 2021. This marks the fifth straight year Frank, as head of the Vintage team, has been on the exclusive list. The number of advisors per state is based on population and wealth and there… read more
Mike Nemick Joins Vintage
February 25, 2021
Posted in: In the News, Vintage News
We’re pleased to announce that Mike Nemick, CFP has joined the Vintage team as a Senior Financial Advisor. He is a graduate of Western Michigan University where he earned a Bachelor of Business Administration degree in Personal Financial Planning. Prior to joining Vintage, Mike served families and individuals for seven years at a fee-only wealth… read more
Forbes Names Frank #15 in Michigan
February 15, 2021
Posted in: In the News, Vintage News
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 fourth annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #15 in Michigan, the top ranked advisor on the list from Washtenaw County. For… read more
Vintage Adds More Tax Expertise
February 8, 2021
Posted in: In the News, Taxes, Vintage News
We’re excited about the strengthening of our tax team over the past couple years. This year we upgraded our tax software to a more efficient package and have added more expertise. Tammy Wakevainen, CPA joined us in 2019 and heads up our tax team. This year we added another CPA, Amy Haselhuhn, who, like Tammy,… read more
Congratulations to Michelle!
January 30, 2021
Posted in: In the News, Vintage News
Congratulations to Michelle Schrag who joined Vintage last year as a Client Service Specialist. She has earned the Financial Paraplanner Qualified Professional designation (FPQP®) offered through the College for Financial Planning. While Michelle doesn’t work in an advisory role, the additional education has helped her with a very good understanding of the financial planning and… read more