Blog West Michigan 12/11/25 West Michigan 12/11/25 Why Charitable Giving Deserves a Spot in Your Year-End Review Read More West Michigan 12/9/25 West Michigan 12/9/25 Understanding Your Risk Tolerance: Aligning Emotions and Investment Strategy Read More West Michigan 12/4/25 West Michigan 12/4/25 Your Year-End Financial Checklist Read More West Michigan 12/4/25 West Michigan 12/4/25 Q4 2025 Market Commentary Read More West Michigan 11/20/25 West Michigan 11/20/25 Why November Is the Perfect Time for a Financial Check-In Read More West Michigan 11/19/25 West Michigan 11/19/25 The Power of Diversification: Building Portfolios That Withstand Market Cycles Read More West Michigan 9/30/25 West Michigan 9/30/25 Life Insurance as a Financial Asset: More Than Just a Death Benefit Read More West Michigan 9/29/25 West Michigan 9/29/25 Permanent vs Term Life Insurance Read More West Michigan 9/26/25 West Michigan 9/26/25 Q3 2025 Market Update: A Resilient Rally Amid Shifting Dynamics Read More West Michigan 9/25/25 West Michigan 9/25/25 What is a Buy-Sell Agreement? Read More 9/2/25 9/2/25 5 Lessons from Warren Buffett’s 60-Year Investment Career Read More West Michigan 7/31/25 West Michigan 7/31/25 The Five Building Blocks of a Strong Investment Portfolio Read More West Michigan 7/14/25 West Michigan 7/14/25 Understanding the Core Asset Classes Read More Ryan Gorman 7/1/25 Ryan Gorman 7/1/25 Q2 2025 Market and Economic Commentary Update Read More 6/23/25 6/23/25 Minimizing Taxes on Inherited Wealth Read More West Michigan 5/21/25 West Michigan 5/21/25 Building a Legacy – How to Teach Financial Literacy to the Next Generation Read More West Michigan 5/12/25 West Michigan 5/12/25 Common Mistakes in Estate Planning and How to Avoid Them Read More West Michigan 5/1/25 West Michigan 5/1/25 The Basics of Generational Wealth Transfer: What You Need to Know Read More West Michigan 3/13/25 West Michigan 3/13/25 Q1 Market Commentary 2025 Read More West Michigan 3/4/25 West Michigan 3/4/25 Tax-Efficient Investing: Strategies to Keep More of Your Returns Read More Older Posts
West Michigan 12/11/25 West Michigan 12/11/25 Why Charitable Giving Deserves a Spot in Your Year-End Review Read More
West Michigan 12/9/25 West Michigan 12/9/25 Understanding Your Risk Tolerance: Aligning Emotions and Investment Strategy Read More
West Michigan 11/20/25 West Michigan 11/20/25 Why November Is the Perfect Time for a Financial Check-In Read More
West Michigan 11/19/25 West Michigan 11/19/25 The Power of Diversification: Building Portfolios That Withstand Market Cycles Read More
West Michigan 9/30/25 West Michigan 9/30/25 Life Insurance as a Financial Asset: More Than Just a Death Benefit Read More
West Michigan 9/26/25 West Michigan 9/26/25 Q3 2025 Market Update: A Resilient Rally Amid Shifting Dynamics Read More
West Michigan 7/31/25 West Michigan 7/31/25 The Five Building Blocks of a Strong Investment Portfolio Read More
West Michigan 5/21/25 West Michigan 5/21/25 Building a Legacy – How to Teach Financial Literacy to the Next Generation Read More
West Michigan 5/12/25 West Michigan 5/12/25 Common Mistakes in Estate Planning and How to Avoid Them Read More
West Michigan 5/1/25 West Michigan 5/1/25 The Basics of Generational Wealth Transfer: What You Need to Know Read More
West Michigan 3/4/25 West Michigan 3/4/25 Tax-Efficient Investing: Strategies to Keep More of Your Returns Read More
