November 16, 2023

Year End Tax Planning

Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023

How the Secure Act can be an Investment Strategy

Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023

Michigan individual and business income tax updates for 2023

Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022

2022 year end tax and investment planning considerations

Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022

What is the difference between a Financial Advisor and a Financial Planner?

Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021

How to use a MESP 529 to gift education to your loved ones

What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021

We’re Giving $500 to the Michigan Education Savings Plan of your Choice!

Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021

Do I need to be concerned about the rising inflation?

What is inflation and should you be concerned that it is on the rise right now?
July 22, 2020

Three Things to Consider in a Changing Market

The last 10 years have been smooth sailing for investors. The upward trend of the market came to a halt earlier this year but the market dropped 30% over 22 days. The market has changed and so should your investment strategy. Here are three things to consider.
March 9, 2020

Your Retirement Savings are at Risk and you have 5 Years to Fix it

On January 1, 2020 the latest revision of the Secure Act was passed at the federal level. There were many changes in this Act but there is only one that really matters and it should cause all of us to re-evaluate our retirement strategy.
August 24, 2023

Phil Mitchell Named in 50 Next Gen Advisors to Watch

Advisor Hub Named Phil Mitchell in their 50 Advisors to Watch
April 11, 2023

Phil Mitchell Comments in AARP Article on Saving for Retirement

Phillip Mitchell, Senior Portfolio Manager, discusses retirement savings with AARP
November 16, 2022

Phil Mitchell Comments in CNBC Article on Mutual Funds and Capital Gains – Buy or Sell?

Phillip Mitchell, Senior Portfolio Manager, discusses buying and selling mutual funds with CNBC
October 15, 2022

Phil Mitchell Named a “25 Next Gen Advisors to Watch”

Phillip Mitchell, Senior Portfolio Manager, was named to the Top 25 Next Gen Advisor list
July 11, 2022
Grand Rapids Business Journal logo

Three tips for investing in a volatile market

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

Last Minute Tax Advice For 2021

Thanks to Michigan Tech News for talking to our own Phillip Mitchell about last minute tax guidance for 2021.