William D. Johnston

Chairman

Perspectives

June 8, 2021

Economic Commentary

Progress has slowed in our country’s COVID-19 vaccination rate as of late. Data through June 1st reveals that our seven-day average vaccination rate has slipped to 1.6 million, a decline of more than 50% from our previous high of 4.2 million. Unlike early in the vaccination roll-out, the struggle to get our population vaccinated is […]

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Michael F. Odar, CFA®

President

Perspectives

June 8, 2021

Coming Back to the Office

It seemed appropriate that on my drive into the office this morning I heard the song “Human Touch” by Bruce Springsteen. The song’s lyrics took on a broader meaning for me as I reflected on the last 14 months. During that time, Greenleaf Trust team members have been working remotely. That has meant long hours […]

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Ali Fahs, CFA®

Vice President, Senior Equity Portfolio Manager

Perspectives

June 8, 2021

Cycles and Rotations – Are We Talking Spin Studios or Financial Markets?

Optimism abounds as we approach the summer months, with a return to pre-pandemic life appearing closer than ever. Economic optimism has also returned as businesses have reopened their doors and individuals have reentered the labor force. Consumer confidence is near all-time highs with the US personal saving rate remaining well above pre-pandemic levels. Not long […]

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Regina Jaeger, CTFA

Vice President, Senior Trust Relationship Officer

Perspectives

June 8, 2021

Key to a Successful Family Loan—Document, Document, Document

With interest rates so low, intra-family loans (also referred to as family loans), using current low interest rates, have garnered significant interest for the purpose of wealth transfer to complement a holistic estate plan. While the majority of the conversation in recent years has focused on wealth transfer as the purpose of a family loan, […]

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Lorey L. Matties

Participant Services Specialist

Perspectives

June 8, 2021

SECURE Act 2.0: Retirement Security is Again on the Congressional Agenda

Americans saw a number of changes to their retirement savings plans when the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed two years ago. Get ready for more. The House Ways and Means Committee recently voted unanimously to advance a second bill, the Securing a Strong Retirement Act of […]

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Jeff T. Pauza, CFA®, CFP®

Senior Wealth Management Advisor

Perspectives

June 8, 2021

Your Next Financial Milestone

There are few thrills in life that can compare with turning 16 and getting your driver’s license. It’s often the first true sense of independence and freedom that many experience. For me, cruising down the road, windows rolled down, parentless, in a 1992 Pontiac Grand Am was truly unforgettable. Before I could even figure out […]

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Perspectives

June 2021 Perspectives Newsletter

Press Release

Greenleaf Trust Receives Honor as Best and Brightest Companies to Work For® in Metro Detroit

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced that it has been recognized as one of Metro Detroit’s Best and Brightest Companies to Work For®. Best and Brightest Companies to Work For® evaluates employee feedback based on key measures such as engagement, compensation, benefits and employee solutions, education […]

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Press Release

Greenleaf Trust Relocates to Newly Restored Former City Hall Building in Traverse City

Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, announced the relocation of its Northern Michigan team to the historic Old City Hall in downtown Traverse City. Greenleaf Trust partnered with real estate developer and sister-company Catalyst Development Co., LLC on the restoration of the historic building. The wealth management firm’s new 5,100-square-foot […]

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Press Release

Greenleaf Trust Ranks Among the Highest Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2021

Greenleaf Trust has been named to Inc. Magazine’s annual list of the Best Workplaces for 2021. Hitting newsstands May 18 in the May/June 2021 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging and comprehensive measurement of American companies that have created exceptional workplaces and company culture […]

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