Market Update Markets had a strong summer, with the S&P 500 posting one of its best seasonal performances in decades. International stocks outpaced U.S. equities, small caps rebounded, and bonds rallied as interest rates fell. The Federal Reserve’s recent rate cut may bring both opportunities and uncertainty, with lower borrowing costs but potential volatility ahead. …
Monthly News
August 2025 Newsletter
Tax Law Changes: What to Know By Jessie Schlanderer, CDFA®, Wealth Advisor and Portfolio Implementation Lead The newly signed “One Big Beautiful Bill” (OBBB) brings sweeping updates to tax policy, estate planning, charitable giving, business incentives, and more. Don’t miss Jessie’s breakdown of what matters—and how your plan may be impacted. LEARN MORE: Confused by …
July 2025 Newsletter
Navigating a Dynamic 2025 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 …
June 2025 Newsletter
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. Learn …
May 2025 Newsletter
UM Flint Honors Sherri Stephens Our team, along with Sherri’s family, had the opportunity to attend the UM-Flint’s School of Management Honors night for graduating students. At the event, Sherri was presented with the 2025 Outstanding Alumni award*. Learn more about Sherri’s professional journey in the article provided by the university: Learn More: Safeguard …
April 2025 Newsletter
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 International Women’s Day Recap We had …
March 2025 Newsletter
Smart Strategies to Save More Many people don’t track their spending, making it harder to save effectively. A recent T. Rowe Price study highlights key differences between spenders and savers, revealing simple changes that can help boost savings and reduce financial stress. From budgeting to credit card habits and automating savings, small adjustments can make …
February 2025 Newsletter
Markets Surge, Challenges May Loom Ahead The markets and U.S. economy remained strong in 2024, with the S&P 500 hitting 57 all-time highs, driven largely by gains in a handful of dominant tech stocks. While the Fed cut interest rates as inflation eased, bond yields rose, setting the stage for better long-term bond performance. With …
November 2024 Newsletter
2024 Highlights The Year of Estate Planning brought invaluable insights and resources to support families in securing their financial legacies. As we wrap up 2024, here’s a look at the highlights—from informative webinars and new team milestones to a record-breaking Fall4Fitness challenge and heartfelt community involvement. Read More: Navigating Markets Through Election Cycles As election …
October 2024 Newsletter
Markets Rally Amid Fed Decisions The markets have had a strong run this year through the end of September. Expectations of interest rate cuts by the Federal Reserve pushed both stocks and bonds higher over the summer. Read More: Staff Spotlight This month’s spotlight is on Jessie Schlanderer. Jessie is a wealth advisor and a …