Key Estate Planning Documents

August 31, 2017 by Eric Braund, CFP®

Be Aware When Buying or Selling a Second Home

This article was published in the May 2025 issue of the Traverse City Business News and can be read in ...

How To Preserve Your Wealth: Strategies For High-Income Earners

This article was published at Forbes.com in December 2023 and can be read in its entirety below. Click here for a link ...

Market Volatility: Investing in Uncertain Times

With everything happening in the world right now, it’s understandable to feel unsettled. The combination of uncertainty—whether economic, political, or ...

Key Estate Planning Documents

Explore Additional Tips & Insights

Be Aware When Buying or Selling a Second Home

How To Preserve Your Wealth: Strategies For High-Income Earners

Market Volatility: Investing in Uncertain Times

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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure. For additional information click here.

Explore Additional Tips & Insights

Be Aware When Buying or Selling a Second Home

How To Preserve Your Wealth: Strategies For High-Income Earners

Market Volatility: Investing in Uncertain Times

Would You Like to Have a Conversation?

We're committed to your financial well-being, taking the time to get to know you and guide you toward financial security.

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure. For additional information click here.

Would You Like to Have a
Conversation?

We're committed to your financial well-being, taking the time to
get to know you and guide you toward financial security.