Investing in New Industries
How do you make educated guesses on investing in new industries and which ones are going to pay off? In
Charitable Giving Strategies
For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe
The Game Stop Problem
For the last few days, all the talk in the finance world has centered around a company called Game Stop.
Prediction Season!
It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to
Life Planning is Financial Planning Done Right
Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams.
How Well Do You Know Your Financial Advisor?
Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff
Why We Don’t Recommend Individual Stocks
Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Evaluating the State of Michigan Health Plan Options
The State of Michigan is in round two of open enrollment for 2020, and there are some changes in the
Four Tips for Saving When Interest Rates are Low
Do you have money in savings that could be working better for you somewhere else? Interest rates are low right
Getting Started in Your Employer’s Retirement Plan
Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array