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2020 Planning Checklist

2020 Planning Checklist

The world has changed dramatically in 2020 so it’s a good time to revisit your financial planning.  There have been three major tax laws enacted over the past several months and many people’s income will look very different this year. It’s also a good time to revisit your retirement plan and estate plan.  And Michiganders… read more

Why Real Estate?

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

COVID-19 & Taxes

Where are taxes headed and how can you prepare? Unprecedented situations call for unparalleled solutions and the Coronavirus pandemic has marshalled the full resources of our government to blunt the blow of the virus on the economy. Several phases of fiscal stimulus – government spending – have increased the budget deficit and will certainly help… read more

Best Workplace Award

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

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

Tax Planning Day

Today, April 15th, normally marks the annual tax filing deadline for taxpayers.  But, of course, this isn’t a normal year and the deadline has been extended to July 15th.  Rather than filing your tax returns today, you may want to take the opportunity to do some tax planning.  Two major tax laws, the SECURE Act… read more

Congratulations to Set

    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

Barron’s Moves Frank to #12

For 2020, Barron’s has again named Frank Moore to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28, jumped to #18 in 2018, then… read more

Scary Stuff

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

Dow Plunges 3,000 Points!

Does that headline make your stomach turn?  Is your reaction to call your financial advisor and sell your stocks or stock funds?  What if the decline was 5,000 points along with headlines of an impending recession? The Dow hasn’t plunged 3,000 points but it wouldn’t be at all unusual.  It may not happen in a… read more