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January 21, 2020

Change-Ups

Kalamazoo-based Greenleaf Trust announced the promotions of Daniel Baker to senior vice president, director of business development and trust relationship officer; Sarah Johansson to senior vice president, director of marketing; and Nicholas Juhle to senior vice president, director of research. Read more in the Grand Rapids Business Journal

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Experiences at WMU serve HR executive well in professional life

Business alumna Karen Feller Baldwin pauses with emotion when she speaks of her experience as a WMU summer orientation leader. The relationships she forged with incoming students as they passed through the program continued during the school year and had a profound impact on the human resources professional she is today. Read more about Karen’s […]

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WWJ Newsradio 950 Radio interview with Nicholas Juhle, CFA

Senior Vice President, Director of Research Nicholas Juhle, CFA offers his perspective with WWJ Newsradio 950 on market response to global geopolitical events in 2020, and how the global playing field could impact consumer markets as well as the larger economy: https://greenleaftrust.com/wp-content/uploads/NJ-on-WWJ950-1-1.mp3  

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January 2, 2020

Vote with your ballot, not your portfolio

With the 2020 Presidential election less than 12 months away, many of our clients have been asking how we think about investments during an election year. As human beings, each person on our team has their own set of political preferences, but as research analysts, we try to approach polarizing topics (like politics) in the most objective […]

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December 24, 2019

10 concerns for 2020

While the economy is much larger than the stock market, it can have an effect on consumer confidence, both positive and negative. As the market has become more reactionary in recent years, that’s led to large swings tied to news about tariffs and Federal Reserve decisions on interest rates. Read more in MiBiz

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December 22, 2019

Greenleaf Trust exec: “Good case” for more stock volatility in 2020

Investors approach 2020 with a little anxiety from concerns about the future of the U.S. economy that moved into a record period of expansion this past summer, plus the presidential election and other issues that create uncertainty. Nick Juhle, vice president and director of investment research, says investors view the stock market much as they […]

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December 20, 2019

Lifting Up Diversity in the Finance Industry

Historically, populations in business schools and the financial industry have underrepresented minorities (URM). To change the diversity of the financial industry Greenleaf Trust established a scholarship program for URM majoring in finance or financial planning at Western Michigan University’s Haworth School of Business. Read more at Aim2Flourish

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December 10, 2019

Year-End Tax Planning Strategies for Charitable Giving, Capital Gains

It’s hard to believe, but the end of 2019 is quickly approaching. The end of the year brings focus to year-end tax planning. One of the first steps is ensuring applicable required minimum distributions (RMDs) are made to avoid steep IRS penalties. Read more at Newsmax Finance

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November 22, 2019

Expert sees no recessionary signs for next 12 months

U.S currently in longest period without a recession in history. Nov. 22, 2019 | By Danielle Nelson The United States is in the midst of the longest period without a recession in history, and there is no sign of the economy yielding in the near future, according to a financial expert. Nicholas Juhle, vice president […]

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November 13, 2019

Cyberattacks: An Evolving Threat to Your Retirement Account

On top of the various other challenges retirement savers already face, you now have another concern to consider: the possibility of a cyberattack. Imagine if the life savings you set aside in your nest egg were drained with a couple of phone calls and control of your email account. Read more at NewsMax Finance

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