Press Release

September 21, 2020

Greenleaf Trust recognized for diversity initiatives and for Best and Brightest in Metro Detroit

In the same month, Greenleaf Trust has been recognized for diversity initiatives as a Diversity Focused Company by Corp! Magazine, as well as a Best and Brightest Company to Work For in Metro Detroit. The diversity award from Corp! Magazine recognizes Greenleaf Trust’s success in: defining and monitoring diversity; demonstrating how diversity adds value; committing […]

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September 20, 2020

It’s no small thing to move from MERS

While Michigan counties consider leaving their pension management models, Emmet County relied on Greenleaf Trust in Traverse City for their pension. The result? A fully funded pension where other counties aren’t able to say the same. Read more from Traverse City Record-Eagle: https://bit.ly/3hQrc05

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Seminar

September 17, 2020

Presidential Elections and the Psychology of the Markets

Led by Nick Juhle, Senior VP, Director of Research, and Dan Rinzema, Chief Client Officer, actionable topics of discussion will include: Historical perspective on presidential elections and the markets Voting with ballots, not portfolios Potential policy implications Planning strategies prior to, and after, the election Q&A Download the Presentation

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Press Release

September 14, 2020

Greenleaf Trust announces new hires

September 14, 2020, Birmingham and Kalamazoo, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the additions of three new team members: Vasantha joins as estate settlement associate in Birmingham, MI. She is responsible for providing comprehensive administrative support, day to day servicing of account needs, and driving the efforts of […]

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Press Release

September 9, 2020

Greenleaf Trust Honored as Best and Brightest in Wellness™

September 9, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it’s been recognized as a Michigan statewide Best and Brightest in Wellness. The 2020 winning companies were evaluated by an assessment created and administered by SynBella, the nation’s leading wellness systems firm. Company […]

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Media

Stock Market Today: The Dow Has Record Territory in Its Sights

This month’s ADP jobs report showed a month-over-month increase of 216,000 payroll additions, though Friday’s official unemployment report from the BLS may show a divergence in outcome. Investment Director Nick Juhle shares his analysis with Kiplinger: https://bit.ly/3jxC6cq

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William D. Johnston

Chairman

Perspectives

September 1, 2020

Economic Commentary

As we enter our seventh month of the COVID-19 pandemic in the United States, our current condition appears to be more of the same with conditions changing marginally in some areas. Cases spiked in July and early August and have been trending downward in some regions while remaining stubbornly unchanged in others. As we put […]

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Christopher D. Burns, CFA®, CPA®

Investment Strategist, Senior Fixed Income Analyst

Perspectives

September 1, 2020

Explaining $3.4 Trillion in About 1,000 Words

Where are we getting all this money? That’s the question I’ve heard over and over since COVID-19 caused the deepest recession since the 1930s. So far this year, Federal stimulus programs and lower tax receipts have increased the outstanding Federal debt by $3.4 trillion, from $23.2 to $26.6 trillion. In this article, I will try […]

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George F. Bearup, J.D.

Senior Trust Advisor

Perspectives

September 1, 2020

Attaching a List of Tangible Personal Property to a Will

Many estate plans make use of a list that identifies items of tangible personal property that are to be allocated among designated beneficiaries on the owner’s death. The list is usually incorporated by reference into a Will or a Trust, such as: I may leave a list that is attached to this Will, and if […]

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Kathryn Gadbois Schafer, J.D.

Trust Relationship Associate

Perspectives

September 1, 2020

Adding Children’s Names to Assets – Don’t Do This Yourself

Parents will often add an adult child’s name to their bank accounts, home, and other assets, believing it will make it easier for the child to help them manage their finances and their property as they grow older. While this “do-it-yourself” approach is fairly common among aging parents, the truth is that adding your child’s […]

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