This month’s spotlight is on Intern, Levi Harber What are you enjoying most about your internship this summer? Thus far, engaging with financial planning tools and wealth management platforms has been an intellectually rewarding experience. What I’ve valued most is the opportunity to observe and learn from a range of advisors, each with their own …
Blogs
Safeguard Series: Preventing Identity Theft
Safeguard Series – Part III This is the third in a series of articles* intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately. Protect …
Navigating a Dynamic 2025
Mid-Year Market Outlook: As we reach the halfway point of 2025, markets have weathered a series of global events that have shaped the investment landscape. One of the most notable developments has been the conflict between Iran and Israel. This caused a short-lived spike in oil prices and a rise in market volatility as investors …
Cybersecurity Webinar
Cybersecurity & Identity Theft From password protection to spotting scams, our expert-led webinar covers the essential steps to protect your digital life and personal information. Whether you’re managing finances, shopping online, or just browsing, this session offers practical tips to stay safe in today’s digital world. 🎥 Click below to watch the replay and take …
Staff Spotlight – Charlie Bruckman
This month’s spotlight is on Client Relationship Associate, Charlie Bruckman. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? As a Client Relationship Associate, I work with clients and the advisors I support, Jessie and Jason. My goal is …
Safeguard Series: Cybercrime Scams
Safeguard Series – Part II This is the second in a series of articles* intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately. Prevent …
Safeguard Series: Identity Theft
Prevent Identity Theft Create an Online Social Security Account With your social security number and other personal information, a criminal can sign-up for social security benefits in your name and have the benefits sent to them. Here is what to do: If you are 62 years-of-age or older and have not created your online social …
Staff Spotlight – Stan Seybold
This month’s spotlight is on Stan Seybold, our Marketing Director. What makes working in marketing and communications so exciting? No two days are ever the same! One day might involve planning an upcoming client event, while the next is spent refining our website’s SEO to enhance its visibility and credibility within the community. Keeping our …
UM-Flint Honors Sherri Stephens
UM-Flint’s School of Management names Sherri Stephens as 2025 Outstanding Alumni Award recipient Sherri Stephens’ journey began in Flint, as the eldest of six children raised by two devoted educators. Her parents were her first mentors, instilling in her the values of education, integrity and service to others. Those values would guide her through a …
Market Conditions & Their Impact on You
If you are feeling a little uneasy about market volatility or aren’t sure of the impact of policy changes on your portfolio, please take a listen to our latest webinar with Advisors Sherri Stephens, Jason Guenther, and Jessie Schlanderer. WATCH NOW BACK TO THE NEWSLETTER IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is …