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...
Summer on the Water: Is Your Wealth as Liquid as You Think?
In Northern Michigan, summer often revolves around water. Lake days, boat rides, and family time at the cottage are part of what many families have worked hard to enjoy. They’re also a good reminder to...
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...
6 Smart Ways to Help Your Graduate Start Strong Without Losing Sight of Your Own Plan
For many families, May is when celebration and financial reality start showing up in the same conversation. Whether you’re celebrating a graduate from TC Central or West, or a college senior at Michigan or Michigan...
Legacy Up North: When a cherished property becomes part of the plan
A home can hold a unique place in both the balance sheet and the family story. Whether it’s a primary residence, a seasonal home, or a long-held family property, it’s where summers unfold, holidays are...
Quiet Wealth, Clear Decisions: How High-Net-Worth Families Think About Money Differently
This article was originally published in the March 2026 issue of the Traverse City Business News. We live in a place where wealth shows up in different ways. For some families, success is easy to...
When Market Noise Gets Louder, Long-Term Discipline Matters More
Markets have always gone through ups and downs. What feels different today is how loud everything has become. Investors are surrounded by constant updates, predictions, and breaking news. One week it’s artificial intelligence and rapid...
Financial Resolutions for the New Year: Fewer Decisions. More Confidence.
As a new year begins, many people set financial resolutions like “save more” or “spend less.” Those goals are important. But for many families, especially in this stage of life, the bigger goal is something...
Preparing the Next Generation(s) for Family Wealth
Over the next few decades, an extraordinary amount of wealth will move from older to younger generations. Often called the “Great Wealth Transfer,” estimates suggest that more than $124 trillion will change hands by 2048....
Investing in Their Future: 4 Smart Financial Gifts for Kids and Grandkids
Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer. A contribution toward...