TAX & FINANCIAL INSIGHTS BLOG
September 16, 2024
As a real estate agent, you’re more than just a salesperson—you’re also a small business owner. This means you face some unique tax challenges. From self-employment […]
September 5, 2024
Robert Roper, Senior Tax Manager gives reminders and advice for year end 2024 planning.
November 16, 2023
Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023
Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023
Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022
Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022
Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021
What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021
Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021
What is inflation and should you be concerned that it is on the rise right now?
August 24, 2023
Advisor Hub Named Phil Mitchell in their 50 Advisors to Watch
April 11, 2023
Phillip Mitchell, Senior Portfolio Manager, discusses retirement savings with AARP
November 16, 2022
Phillip Mitchell, Senior Portfolio Manager, discusses buying and selling mutual funds with CNBC
October 15, 2022
Phillip Mitchell, Senior Portfolio Manager, was named to the Top 25 Next Gen Advisor list
July 11, 2022
Phillip Mitchell, Senior Portfolio Manager write a guest column for the Grand Rapids Business Journal on how to invest in a volatile market.
January 14, 2022
Thanks to Michigan Tech News for talking to our own Phillip Mitchell about last minute tax guidance for 2021.