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
Three Factors May Reduce Your Retirement Income
September 15, 2020
Posted in: Vintage News
With all of the chaos this year, one area where many Americans may feel pretty good is their finances. If you’ve been able to keep your job and didn’t sell off your stock holdings in the spring’s bear market, you may feel that you are still on track for that comfortable retirement. Or, if you’re… read more
Why Real Estate?
June 15, 2020
Posted in: Vintage News
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
May 11, 2020
Posted in: In the News, Vintage News
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
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