As we approach the end of those 10 years, I have put together a talented team of forward-thinking leaders at Greenleaf Trust to develop our strategic goal for the next 10 years.

After retreating 4% in April, the S&P 500 bounced back in May reaching a new record high on 5/21 and closing out the month with a 5% return.

Prospect theory acknowledges that human decision-making is at times irrational and influenced by psychological biases.

Asset allocation is the primary driver of long-term investment performance. So, what exactly is asset allocation? It is simply the mix between major investment types in a portfolio, including equity (stocks), fixed income (bonds), cash, and alternative assets (basically a catch-all for everything else).

By many measures, the U.S. economy is thriving, unemployment is near historic lows, economic growth remains solid despite high interest rates, and the stock market continues to reach all-time highs.

A phrase commonly thrown around in estate planning literature is the use of a modern trust.

As you all know, culture is something that is very important to Greenleaf Trust. It defines us and differentiates us. One of our founding goals in 1998 was to find really talented teammates and create a culture that would engage and inspire them. If we could do that, then just think about what that team […]

As the year has unfolded, the labor market has been stronger-than-expected. The US has added an average of 276k jobs in each of the first three months and the unemployment rate has stayed below 4%.

Discussions around long-term care can be emotional, but it’s important to begin these conversations early. Long-term care planning should be a part of your overall personal risk management plan and should begin as early as your forties.

No single person can predict with perfect accuracy how markets will behave in the short term nor with consistency.

As artificial intelligence (AI) technologies improve our ability to mimic real life, it’s becoming harder to tell what’s real and what’s fake in the digital domain.

On Tuesday, April 23 the US Department of Labor (DOL) issued the final Retirement Security Rule. Department officials said the rule will be active later this year on September 23 requiring investment advisers to follow impartial conduct standards and acknowledge their fiduciary status. Other parts of the rule will not be effective until fall of […]

Our desire is to serve clients and their next generation. And, when appropriate, this includes serving multiple generations within the same family concurrently. This is because we believe that family is an investment with the highest returns.

For some time now, surprising resilience in the U.S. labor market has underpinned a favorable narrative for the economy. Healthy demand for labor has kept American consumers employed and spending.

The Corporate Transparency Act (CTA) went into effect on January 1, 2024. The CTA broadens the reporting to the Financial Crimes Enforcement Network (FinCEN) of information, including personal information, concerning the control and beneficial ownership of nearly all small U.S. companies.

Lifestyle inflation can be defined as the tendency to increase spending as income rises. The following article explores lifestyle inflation in the current media environment, as well as discusses a few of the dangers of social media on your happiness and lifestyle.

According to the Congressional Research Service, approximately two-thirds of US households had a financial stake in the U.S. retirement system.