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...
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...
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...
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...
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...