Media

January 22, 2021

Tax planning opportunities for a Biden-Harris presidency

Newly-elected President Biden has proposed a number of initiatives carrying impact on your financial portfolio. What are those initiatives, and what financial planning strategies can you implement in turn? Find out from Greenleaf Trust’s Steve Davis in Grand Rapids Business Journal: https://bit.ly/39Xpgku

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Media

‘The future of work’ is here, experts say: Here’s how companies can make sure everyone benefits

Greenleaf Trust is the keeper of a working culture where teamwork and flexibility are the key to solving challenges brought on by the pandemic. Sarah Johansson shares her working experience with Grow by Acorns + CNBC: https://lnkd.in/g24JJrn

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Seminar

January 15, 2021

Year in Review of Financial Markets and Outlook for 2021

 Presented by William D. Johnston, Chairman, and Nicholas A. Juhle, CFA®, Director of Research. Download the Presentation

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Media

January 8, 2021

Firm creates path to equity in finance

“These students have faced 2020 with such resiliency, and we congratulate them on their successful college careers and brilliant futures.” Chairman William Johnston could not have said it better. We are so honored to see our scholars’ successes featured in Grand Rapids Business Journal. We cannot wait to see where life takes them next! Read […]

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William D. Johnston

Chairman

Perspectives

January 8, 2021

Economic Commentary

Happy New Year to each of you; we hope 2021 is a fantastic year for you and your family. The year has gotten off to somewhat of a mixed bag. While the much-anticipated vaccine is being manufactured and shipped, the number of those who have actually been vaccinated is far below the initial target and […]

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Michael F. Odar, CFA®

President

Perspectives

January 8, 2021

Select, Develop, and Grow

Although it doesn’t show up on our balance sheet, at Greenleaf Trust our greatest asset is our team of talented people who we often refer to internally as “Greenleafians.” Our unique culture would not exist without them. And that is why we invest so much in their selection, development, and growth. We are a talent-based […]

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Nicholas A. Juhle, CFA®

Senior Vice President, Director of Research

Perspectives

January 8, 2021

2020 Review and 2021 Outlook

When we hosted 2020 outlook seminars last January, the coronavirus didn’t even make the “other risks” section of the presentation. By March, all bets were off and it was clear that our experience with the virus and the economic implications of containment efforts would get significantly worse before getting better. The shock to the economy […]

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George F. Bearup, J.D.

Senior Trust Advisor

Perspectives

January 8, 2021

COVID-19 Prompts Us to Update Planning Documents

The COVID-19 pandemic brought with it the sudden reality-check of our own incapacity and mortality. We all now pause to ask the rhetorical questions: Who possesses the authority to pull the plug if I am in an irreversible coma? Who handles my finances if I am in an extended hospital stay recovering from COVID-19? How […]

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Dan J. Rinzema, CFA®, CFP®, CTFA

Chief Client Officer

Perspectives

January 8, 2021

Survey Says…

Continuous improvement is one of Greenleaf Trust’s core values – it is a pillar of our culture and has become part of our DNA. Every tangible improvement we have made on behalf of our clients stems from a disciplined review of our practices. As we look for opportunities to serve our clients better, we begin […]

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Rachel A. Mortensen

Estate Settlement Associate

Perspectives

January 8, 2021

Estate Plans Are Not “Set It and Forget It”

If the title of this article caught your eye, you likely have spent time, energy and resources establishing a thoughtful estate plan. You have presumably run through a variety of questions and scenarios with your estate planning attorney. You understand the importance of structuring your estate plan appropriately for your family and your financial situation. […]

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