The New Year has begun with a broad-based selloff in global equities. China’s stock market posted heavy losses this week, causing trading activity on the Chinese exchange to be halted two of… Read More

It’s not what you think.  The Harvard Study of Adult Development is the longest study of adult life that’s ever been done.  It has tracked the lives of 724 men over 75… Read More

Last year at this time, I wrote a short blog  titled “The Robot will see you now!”  The critical point I was trying to make is that while technology-centered robo-advisor platforms are… Read More

We believe in giving back to our local community. As a business, we recognize we have a social responsibility to support non-profit organizations in West Michigan. Our contributions and volunteer efforts help… Read More

Did you hear the story about the guy who was appointed the trustee of a woman’s trust and he totally took advantage of her and stole all her money?  Or the one… Read More

As the Thanksgiving holiday passes and we enter the Christmas season, I typically like to take time to reflect.  I, for one, feel like I have much to be thankful for. This… Read More

Periods of market volatility such as we experienced in August and September often bring with them a chorus of advice, reminding investors to stick with their long-term strategy rather than to make… Read More

It is that time of year when many people start to think about their charitable giving. This probably explains why I have received so many recent questions about the status of the… Read More

In the estate planning and administration worlds there are a lot of moving parts and it can be overwhelming to understand them if you don’t work in those areas every day. If… Read More

President Obama designated October as National Cyber Security Awareness Month to raise awareness of threats to the data systems that have become part of our everyday lives and to encourage each of… Read More