Retirement is something many of us dream about. We work our whole lives to ultimately retire and enjoy life. We spend our days at work
If you’re like many workers with a pension, you may wonder whether to take a lump sum payout or the traditional monthly benefit. This is
The short answer is, “it depends”. The “financial advisor” that sells you an expensive annuity with an undisclosed $20,000 front end commission and then has a
#1: Navigating uncertain markets The investment markets have generally trended upward the last few years, but the magnitude of the recent performance is
Monday marks Ditch New Year’s Resolutions Day when millions of Americans will have already given up on their goals to improve their lives in the
As the year comes to a close, do you know how your investments fared for the year? Will you know your net investment return? Do
Have you ever kicked yourself for buying stock funds at the top of a market cycle? Your timing may be bad, but it couldn’t be
The U.S. Bureau of Labor Statistics reported that inflation was up 5.4% for the year through the end of July, the highest rate in 13
The investment industry has long recommended that investors build a balanced portfolio of stocks and bonds for their retirement nest egg. A typical portfolio may
Since the pandemic hit last year, the Federal government has gone on a massive spending spree, driving budget deficits and the federal debt to unprecedented
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
