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...
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...
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...