As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
November 2025 Insights: Build a legacy through meaningful holiday giving
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
October 2025 Insights: What Makes a Financial Advisor “Right” for You?
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
September 2025 Insights: Cybersecurity for Affluent Families
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
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, global-- can create a genuine sense of anxiety, stress, and even frustration.
What is the Presidential Election Impact on Investments?
As you prepare to vote in this next election, it’s okay if your opinion on the economy influences your choice. And yet, it’s important to remember that the President of the United States has less control over the economy than you might believe, and the effect on investments during a presidential election is even lower.
FDIC Limits Explained
If nothing else, the recent failures of Silicon Valley Bank and First Republic Bank highlighted the importance of Federal Deposit Insurance Corporation (FDIC) insurance. FDIC insurance protects deposits at member banks in the highly unlikely chance that a bank goes under. There are rules and limitations to consider – this is banking, after all – so here’s what you, the nonprofessional, should know about FDIC insurance.
Bank Run Insights
It’s hard and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder — which is why we usually don’t. However, we feel it’s worth commenting on the growing number of regional bank runs.
What’s in the SECURE Act 2.0?
Confused about the SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
The Inflation Reduction Act and Student Loan Forgiveness – How They Might Impact Your Finances
What do the Inflation Reduction Act and Student Loan Forgiveness Plan mean for you? While the $430 billion package includes many provisions, there are three key areas where you may benefit the most.