Around tax time each year we are reminded about how critical it is to be vigilant in protecting confidential personal information.  As mentioned in a release from the IRS (see the link… Read More

With the recent decline in the equity market, the time is ripe to discuss how to take this opportunity to turn a “lemon into lemonade”. Nobody likes seeing a decrease in their… Read More

As we begin 2016, you will undoubtedly see many publications on the internet, in the news, in the paper and so forth talking about how to get your finances in order for… Read More

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