Articles, insights and analysis.

Marketing Assistant Taylor N. Farrell receives dual certification from Digital Marketing Institute and American Marketing Association Marketing Assistant Taylor Farrell, CDMP, PCM®, at Greenleaf Trust in has earned professional designation as a Professional Certified Marketer (PCM) in Digital Marketing from the American Marketing Association and a Certified Digital Marketing Professional (CDMP) from the Digital Marketing […]

Director of Research Nicholas Juhle provides insight to the markets amid surging COVID-19 cases. Read more in The Hill

Greenleaf Trust has written and spoken a fair amount about the 2020 U.S. election. If you pay attention, you know that we do not advise speculating with your portfolio on the outcome. In his last article, our Director of Investment Research, Nick Juhle wrote: “Your investment objectives have a longer life than politicians and election […]

We attempted to defer our publishing deadline until the outcome of the 2020 presidential election was determined, but, as you can surmise, as of November 6th the outcome was not known. At this writing, President Trump has won 214 electoral college votes and must be declared the winner in Arizona, Georgia, Nevada, North Carolina and […]

Consider these statistics from the recently released U.S. Census Bureau Household Pulse survey conducted in collaboration with multiple federal agencies. Data was collected between mid-August and mid-October: Nearly 37% of households have at least one adult that has substituted some or all of their typical in-person work for telework because of the coronavirus pandemic. Working […]

As a long-time friend of Greenleaf Trust specializing in foreign economic and financial markets, John Graham shares his global investment perspective as a guest contributor in this month’s Perspectives. John is a founding member of Rogge Global Partners headquartered in Great Britain and former head of JP Morgan’s Multicurrency Asset Management Practice in London. Historians, […]

Late last year, the Setting Every Community Up for Retirement Enhancement (SECURE) Act made significant improvements in the U.S. retirement system. Along with certain provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act in early 2020, we have welcomed many retirement plan legislative changes over the last 12 months. But it’s election time, […]

The gift of a remainder interest in a personal residence or a farm to a charity entitles the donor to an immediate charitable income tax deduction which can be used of off-set taxable income, or keep the donor in a marginally lower income tax bracket. The Tax Code regulates the form and type of charitable […]

We are quickly approaching the end of 2020, and like most, frantically preparing for a season filled with friends, family, and festivities. This year might have a different twist, but the preparation likely remains the same. Like most Michiganders, it’s that time of year where we confirm our Amazon accounts are set-up for two-day shipping […]