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As Financial Planners who assist our clients with their investment management needs, we developed our Learning Center to provide quick-reading white-papers regarding important financial topics.

“Failing to plan is planning to fail.” – Alan lakein

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"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." Warren Buffett Quote
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Financial Planning and Investment Management White-Papers

Your Changing Definition of Risk in Retirement

Some things to consider. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing…

Financial Strategy for Athletes

Step One: Find a trusted financial coach; Step Two: Listen to your coach. Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also…

An Estate Strategy for Your Digital Assets

What should you know? What should your executor know? When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they…

Taking Charge of Your Financial Life

Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another…

Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy. If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad…

The Importance of TOD & JTWROS Designations

A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship –…

Read the thoughts of our financial planners and investment advisors.

Equifax Breach, Top Retirement Killers, Taxes

There has been a lot going on in the world lately. While it’s easy to focus on the volatility of the markets in August, I also wanted to bring you some important news articles from the last couple…

House Buying – A Big Commitment

Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what…

Pros and Cons of REITs

In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT is a form…

We All Scream For Ice Cream!

We’re in the birthday season in my house. While it would be wonderful if this was limited to one party for my (almost) 8-year old son, this is not the case. In fact, due to…

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Lansing, Michigan 48917

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