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

Too often these days’ market pundits, academics, and other media outlets define risk as volatility. They continue to pound the table stating that the more violently the price of a security wiggles… Read More

We have the privilege of working with many clients on a very personal and technical level. Our role is to help clients get from point A to point B. Very rarely is… Read More

As you know, August has brought significant volatility to the stock market with both the S&P 500 and the Dow Jones Industrial Average dropping 5.8% last week and another 4% on Monday…. Read More