Articles, insights and analysis.

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 […]

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

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

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 […]

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 […]

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

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 […]

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 […]

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 […]

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 […]