YOUR WEALTH ADVISOR FOR LIFE — An independent fiduciary advisor, looking out for our clients’ best interest with skill, care and passion.
Birmingham, MI
Joined May 2015
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As always in an election year, we are often asked, how will the election impact investments? Taking a look at the history of election years, we do our best to answer these questions. Should you stay the course or change your investment approach?
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During our annual Outlook event, Matt Gertken shared his perspective on the 2024 election season and what may be in store this year.
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Do you get dozens of pesky promotional emails a day?
Whether you’re trying to get the best deal at checkout or hoping to get a discount on your next purchase, there are a few things to keep in mind when signing up for rewards programs.
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In honor of world art day, we’re throwing it back to an episode of Day in a Canoe with art curator Breck Kling. #WorldArtDay
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Roth conversions can be tricky. Here are a few top considerations to keep in mind if you are looking to convert a traditional IRA to a Roth IRA.
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Do bonds still play a role in your portfolio?
Following a tumultuous year in 2022 and 2023, bonds have struggled to serve as a complementary diversifier to the risk of owning stocks. In 2024 is there clearer path to positive returns on bonds?
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What are the potential election outcomes if we end up in a recession this year? Matt Gertken, Chief Strategist of BCA Research shares his thoughts.
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What is CDS? David Tutak, trading and investment analyst here at Planning Alternatives, does a deep dive on our Cash Distribution Strategy and the many elements to our approach.
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AI continues to be at the forefront of many conversations this year.
With new technology coming out what seems like every day, how can this technology change and impact our lives?
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Family wealth conversations are top of mind in the financial planning world these days. Here are a few tips on having transparent conversations as a family that can foster successful communication, particularly on the topic of family wealth.
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We’re getting close to the tax deadline!
For anyone who may need a helping hand on reduction strategies, deductions or the overall rate schedule, we are happy to provide this resource for you.
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The election is heating up as state primaries begin to take place. During our annual Outlook event, Matt Gertken shared his perspective on the 2024 election season and what may be in store this year.
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Happy International Women’s Day!
Our firm is fortunate to have many hardworking, innovative, intelligent, and kind women who are willing to go the extra mile for their colleagues, clients, families, and communities.
Another great tax resource for 2024! It’s never too early to start planning tax reduction strategies, this key financial data can help guide you with any tax rates, deductions or credits you may want to consider.
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History is often the greatest teacher when it comes to investments. As election year heats up, the question on many investors’ minds remains: do bonds still play a role in your portfolio?
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Following our annual Outlook event, we gave guests at our in-person locations a stack of thank you cards, encouraging them to express appreciation for others in their lives. Let this be a reminder to show appreciation and gratitude for the special people in your lives.
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And just like that, tax season will be here before you know it. Before that April 15 deadline comes rolling around, here are a few cybersecurity threats to be aware of.
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“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson
In case you missed it, our investment commentary for the first quarter of 2024 is live.
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Thank you to everyone who joined us for Outlook 2024!
We were thrilled to host Matt Gertken and Mo Wright, whose insights provided us all with an understanding of the current global landscape and the impact geopolitical events may have on our economy.
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One of our goals in 2024 is to bring family wealth conversations to the forefront of what we do. With the Great Wealth Transfer already in motion, now is a good time to discuss what your family wealth looks like.
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