Close

How Will the 2020 Election Affect the Stock Market?

David Shotwell

Does the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four years clients ask where we can move their portfolios to be safe if one side or the other is victorious. This year is no different. With political passions higher than normal and a sharp contrast […]

Read More
Ben Rathbun Photo

Michigan No – Fault Insurance Changes Event Recording

Jeff Rutter

Last week, Ben Rathbun, CAWC with the Rathbun Agency in Lansing gave a presentation for our clients on the changes to Michigan’s auto insurance law and how to evaluate the new choices available. We recorded Ben’s presentation and you can watch it here to learn more.   Governor Whitmer signed historic auto no-fault legislation that […]

Read More
Retirement Mindset Photo For Blog

Investment Accounts and Taxes

David Shotwell

Taxes are a fact of life, and investment accounts that are not an IRA or a Roth IRA can have an impact on your taxes. For non-retirement investment accounts, you will receive a 1099 at tax time that outlines the income that the account generated and ca…

Read More
Every Financial Plan Is Wrong

Every Financial Plan is Wrong

David Shotwell

“Every financial plan ever produced is wrong” – Joe Duran, United Capital I have to admit, as someone who creates financial plans, when I first heard one of our industry’s thought leaders make that statement in an interview I cringed a little. Bu…

Read More