With only a few days to go until Election Day, this election year is already shaping up as a bit more unusual than most. Incumbent…

This year, we proudly hosted our 19th annual Wealth Symposium. During this full-day, off-site event, our investment, financial planning, and legacy planning teams joined forces…

At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15%…

In the financial landscape, alternative investments such as private credit, private equity, venture capital, and hedge funds have garnered media attention as institutional investors intensify…

Interest in values-based investing has been on the rise as investors around the world prioritize the impact of how their money is invested. In 2020,…

Every August, along its Heritage Trail Highway, the state of Michigan hosts a state-wide 150-mile garage sale. While visiting the Great Lakes State last summer,…