In third-quarter markets representing a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index? Zoom? Apple? Netflix? Nope, none of these, or any of the...
The CARES Act Has Waived RMD Distributions for 2020. Here’s What You Should Know
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which, as you know, has had...
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
Receiving an inheritance brings with it a wide range of emotions - grief for the loved one you lost and eagerness or excitement for the bequest you’re about to receive. As you tackle the responsibility...
Eight “Best/Worst” Wealth Strategies During the Coronavirus
The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne For better or worse, many of us have had more time than usual to engage...
5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money
Movie #1: The Godfather The Godfather trilogy is considered one of the most famous and influential movies of all time, especially in the gangster genre. If you’re looking for action and drama, then this is...
Even in Northern Michigan: Common Financial Scams that Target Retirees and How to Spot Them
Unfortunately, with the rise of technology, reports of retirees being targeted for financial scams to rob them of their wealth or identities have increased. Living in Northern Michigan isn’t a safeguard against this type of...
How to Support a Northern Michigan Small Business During the Pandemic
As of May 13, 2020, the number of confirmed COVID-19 cases in the US rose to 1,322,054 with 79,634 deaths reported, and these numbers are likely to continue rising. States, townships and cities are being...
A CARES Act Overview
A CARES Act Overview With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a...
You, Your Investments, and the Coronavirus
You, Your Investments, and the CoronavirusThe term “novel coronavirus” is so new, some people have wondered whether it is related to Corona beer - it is not; it’s named after its crown-shaped particles. Regardless of the name,...