Browsing: Vintage News

Vintage Wins Big Award!

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

Ten Times to Hire an Advisor:  #1

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

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

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

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