This article was originally featured in the August 2026 edition of the Traverse City Business News. For many successful families in Northern Michigan, wealth wasn’t built through a perfectly balanced portfolio. It was built through...
The Value Of Coordinated Advice For Affluent Families
For many affluent families, financial life has a way of becoming more complex over time. What may have started with saving, investing, and planning for retirement can eventually grow into a broader set of decisions...
Back to Basics: 9 Common Insurance Mistakes to Avoid
Having at least a basic insurance plan is essential. While many jobs cover your insurance needs, not all of them do. It’s important to figure out what insurance plans you need and what works best...
Protecting Wealth in a Digital World: A Cybersecurity Guide for High-Net-Worth Families
Our lives are increasingly digital. Online banking, electronic investment platforms, and even day-to-day communication have brought unmatched convenience. But this convenience comes with risk — cybercriminals are no longer focused only on corporations. They are...
Shield Yourself Online: Key Measures to Prevent Cyber Attacks
We spoke with a few clients recently about improving their personal financial security in an effort to help prevent a risk of cyber attack. I realized this topic is likely top-of-mind for many as online...
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...
How to Protect Your Money When Traveling Abroad
Traveling abroad is a chance for excitement, adventure, and fun. But it can quickly turn into an expensive nightmare if you’re not properly prepared. Whether you’re traveling for work or vacation, it’s important to protect...
Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2022
Nobody likes to think about their parents getting older and needing assistance, but it’s the reality we face. And, as they age, they rely on us for more of the day-to-day tasks they used to...
Protecting What’s Yours After You Pass, Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones to ease their stress during an already difficult time. If you’ve put off...
Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are Four Areas to Review Right Now
Life has likely felt like a whirlwind since the pandemic started. While adjusting to the resulting life changes, your insurance coverage probably hasn’t been top-of-mind. However, you could be missing out by not reevaluating your...