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
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
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
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
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
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
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
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
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.
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
