Blog
11.26.18

Want to make the most of your charitable gifts? It’s time for a Michigan left!

Jared Defore, CFP®, CPA/PFS

If you’ve ever taken a Michigan left turn, you know just how disorienting it can be. Instead of turning left where yo...

11.02.18

Market Volatility ≠ Your Volatility

Kyle Thompson, CFP®, CPA

The picture above shows the results from a quick Google search for “...

10.30.18

What does every woman want? An advisor who ‘gets it’

Jessica Bokhart, CFP®

When Linda walked into my office last week, she was looking for urgent help. After her husband Paul’s death just a few weeks ago, she felt lost...

10.15.18

Economic and Financial Market Commentary: Q3 2018

Kevin Ervin, CFP®, CPA

After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first co...

09.19.18

Considering an annuity? Know the facts first

Kyle Thompson, CFP®, CPA

Mention the word annuity to anyone and you’re likely to get a mouthful of fervent advice. One person will tell you an...

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