Blog 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 West Michigan 2/24/25 West Michigan 2/24/25 Important Dates and Documents You Might Need for Tax Season Read More West Michigan 1/27/25 West Michigan 1/27/25 Retirement Account Checkup Read More West Michigan 1/20/25 West Michigan 1/20/25 Getting Organized in the New Year Read More West Michigan 1/13/25 West Michigan 1/13/25 New Year Review Read More West Michigan 12/30/24 West Michigan 12/30/24 Charitable Giving Tips & FAQs Answered Read More Matthew Hogg 12/9/24 Matthew Hogg 12/9/24 How to Prepare for the End of the Year Read More Older Posts
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
West Michigan 2/24/25 West Michigan 2/24/25 Important Dates and Documents You Might Need for Tax Season Read More
