Media

November 12, 2019

How Investors Can Make Sense of the Yield Curve

The inverted yield curve, while not a switchback roadway in Moldova, still has this air of Route 66 mystery to it. What exactly is this curve? Why does it invert? And how come some wicked smart market watchers get anxious about it…   Read More at U.S. News & World Report

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Media

October 3, 2019

Corp! Salutes Diversity Award Winners

Greenleaf Trust is honored to be named among Corp! Magazine’s Salute to Diversity Award Winners. President Mike Odar explains how diversity is critical to our success: “Diversity in thought, leadership, background, education and experiences allows our company to think through situations from many different angles to make sure we’re providing the best service we can possibly […]

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Lorey L. Matties

Participant Services Specialist

Media

October 4, 2019

Why 401(k) loans can be hazardous to your wealth

For many Americans, a 401(k) loan seems like the perfect way to access money. In this scenario, you borrow from your own account and repay yourself with interest. It sounds simple… Read more at the Grand Rapid Business Journal.

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Media

September 22, 2019

Wendy Cox wants women to know where their money is

Wendy Cox needed a change. She had been working in law for more than 15 years, climbing the ladder to a partnership at a law firm. “The constant battle wore me out after a while,” Cox said. “With estate litigation, there’s a lot of fighting over china. I wanted to be in a position to […]

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Christopher D. Burns, CFA®, CPA®

Investment Strategist, Senior Fixed Income Analyst

Media

September 19, 2019

Look Who’s Working Now

Something peculiar has been happening in the United States labor market. Hiring has been strong, but wages are growing more slowly than previous business cycles.   Read the full article at Value Walk

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Lucas W. Mansberger, CFA®, CAIA®

Investment Strategist, Senior Manager Selection Analyst

Media

July 5, 2019

What is the opportunity in Opportunity Zones?

In early 2018, few people outside of specialty economic development and real estate finance circles had heard of Opportunity Zones. Today, there is a national rush to raise money to invest in Opportunity Zones as the incentives are being cited…. Read more at Grand Rapids Business Journal.

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Media

March 15, 2019

Millennials’ values may come back to haunt them

Priorities of the workforce’s largest generation may be hurting long-term wealth creation, expert says. “Experiences over things” is a mantra many millennials embrace, but a local wealth manager sees it as a liability to their futures. Tom DeMeester is managing director of the Grand Rapids office of Kalamazoo-based wealth management firm Greenleaf Trust. He spoke […]

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Media

February 5, 2019

What to Do When an Investment Fund Closes

INVESTORS PREPARING FOR college costs and retirement have long been told to pick a good set of funds, add money regularly and stick with it for the long term. But sometimes they’re thrown a curve…   Read more at U.S. News & World Report    

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Nicholas A. Juhle, CFA®

Vice President, Director of Research

Media

July 15, 2019

Bitcoin: Spending On Speculation

At over $12,000, Bitcoin (BTC) has more than tripled in value this year garnering renewed attention from the investment community mainstream media, and the general public after a dramatic 1,700% rise (and subsequent fall) in 2017/2018.   Read the full article at ValueWalk.

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Nicholas A. Juhle, CFA®

Vice President, Director of Research

Media

July 15, 2019

Midyear Economic Outlook: As Bad As It Seems?

Guest Column by Nicholas Juhle as featured in ValueWalk   https://www.valuewalk.com/2019/08/yield-curve-inverted/

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