May 2024 Newsletter

What is your Financial Literacy?

Take a short financial literacy assessment to potentially learn something new.  Pass it along to friends and family to raise everyone’s financial IQ.

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Sherri Speaks at the UM Flint – School of Management

On Thursday, April 11th, Sherri gave a presentation to several students and faculty members at the UM – Flint School of Management. Her goal was to help attendees learn more about wealth management, as well as encourage students, especially women, to consider pursing a career in the profession.

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Critical Conversations for Engaged/Committed Couples

As we enter the summer months, with many couples planning weddings and commitment ceremonies, we provide this checklist to enable great conversations.




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Introducing T+1 Settlement

Jessie Schlanderer, Portfolio Implementation Lead & Wealth Advisor

Exciting news is on the horizon for both investors (like you) and traders (like me)! We are gearing up for a significant shift as the industry moves towards implementing a T+1 settlement cycle for all stocks and funds.


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