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?
Posted in: Taxes, Vintage News
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
April 10, 2019
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 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
Ten Times to Hire an Advisor: #1
April 13, 2018
Posted in: Vintage News
When You No Longer Understand Your Tax Return Changes in income, savings, and even general life situations, like whether you rent or own your home, can have an impact on your tax return. And as life goes on, and the tax rules change, many taxpayers reach a point where they no longer understand their tax… read more
John Owens Earns EA Tax Designation
January 21, 2018
Posted in: In the News, Vintage News
John Owens earned the tax designation, Enrolled Agent (EA) after passing three exams last year. The designation is offered by the IRS and it allows him to represent taxpayers before the IRS. The exams covered Individual Taxation, Business Taxation, and Representation and Practice before the IRS. John will need to complete at least 72 hours… read more
Ann Arbor Area Scam Alert
December 15, 2017
Posted in: Financial Planning, Vintage News
The Washtenaw County Sheriff’s Department put out this alert yesterday: The Washtenaw County Sheriff’s Office has been made aware of a scam in our area that may sound as if it is official Washtenaw County Sheriff’s Office business. The scammer will call and leave a message for the victim, telling them that they have missed jury… read more
Investor Protection Rule Gets Trumped
February 8, 2017
Posted in: Fee Only, Financial Planning, Investments, Retirement Planning, Vintage News
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
Frank Quoted in New York Times
November 2, 2016
Posted in: Fee Only, In the News, Investments, Retirement Planning, Vintage News
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 article discussed how it is difficult for consumers to determine whether or not to trust their financial advisor. Frank shared one of the recent cases we’ve seen where brokers sell… read more
Is it Time to Trust Brokers?
October 17, 2016
Posted in: Financial Planning, Investments, Vintage News
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