The Market Rallies…
After a difficult year in 2022, the markets are off to a strong start halfway through 2023. The market rally has been driven in part by the excitement around artificial intelligence (AI) and its potential impact, as well as an economy that’s been resilient.
Reflections on our Independence
As we approach the two-year anniversary of becoming an independent Registered Investment Advisor (RIA), I thought it made sense to reflect on the benefits of the change and summarize what has happened over the past 24 months.
Unmasking the Predators: 10 Common Elder Abuse Scams
Elder abuse scams are unfortunately prevalent, targeting vulnerable older people and attempting to deceive or exploit them for financial gain. Here are 10 common elder abuse scams to be aware of:
Introducing Charlie Bruckman
Meet our newest Client Relationship Associate, Charlie Bruckman. 
A recent University of Michigan – Ann Arbor Economics graduate, Charlie serves as both a Client Relationship Associate and Investment Analyst. Prior to taking on this role, Charlie also supported our investment and 401(k) teams in a part-time capacity. We’ve learned that Charlie enjoys time on the lake during the summer, has a strong golf game, and serves as our office’s only Generation Z representative. We are so pleased to have Charlie on board.
Healthcare Considerations for Multi-State Homeowners
Owning homes in multiple states can present some unique healthcare considerations. Here are some important factors to keep in mind:
Please contact us if you have any questions or concerns. We hope that you have a wonderful summer.
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