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
May 6, 2020
Posted in: In the News, Vintage News
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
April 9, 2020
Posted in: In the News, Vintage News
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
March 20, 2020
Posted in: Vintage News
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!
November 26, 2019
Posted in: In the News, Vintage News
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
November 18, 2019
Posted in: In the News, Vintage News
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
July 16, 2019
Posted in: In the News, Vintage News
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