I can feel it as if I was about to relive it.  My shoulders begin to tighten, my feet and mind move a bit faster.  I race through the parking lot to… Read More

Tom Blower and Brian Balke provide insight and perspective into our holistic, client-centered approach.   [vc_video title=”” link=”https://vimeo.com/185533381″]

Isn’t it crazy how time flies? It seems as though we were just gearing up for Memorial Day weekend and heading out to Lake Michigan to soak up the summer sun. Unfortunately,… Read More

Meijer Chief Financial Officer Daniel Webb has joined the board of directors for Legacy Trust and the Legacy Trust Holding Company. A CPA, Webb brings more than 25 years of experience and… Read More

There are times through the simplest of conversations you learn things you would have no idea ever existed.  For instance, recently, I was part of a conversation about repairing socks.  I for… Read More

When you go to a party or an event, as soon as you walk in most of the time you will scan the room to see if you know anyone else in… Read More

Just sold the family business? Preparing for a trusted confidant to retire? It may be time to consider a family office. Our own Bill Walker explores what family offices are – and… Read More

Recently, I was interviewed by the Grand Rapids Business Journal on the predicament parents face between choosing to pay for their children’s college versus saving for their own financial future. To read… Read More

It seems like every time you turn on the TV, listen to the news or open an email…..lurking in the shadows is yet another way to have your identity stolen or become… Read More

Since my last post reflecting on market behavior in the first half of the year, U.S. equities have continued their upward climb.  The three most commonly quoted U.S. stock indexes – the… Read More