Perspectives

November 14, 2019

November 2019 Perspectives Newsletter

William D. Johnston

Chairman

Perspectives

November 14, 2019

Economic Commentary

I enjoy the interaction that I get with readers of our Greenleaf Trust newsletter each month. The reactions are usually positive and occasionally challenging, especially when we approach the silly season of political campaigns. I changed the title of my monthly article a few years ago from “Economic Update” to “Economic Commentary” because I felt […]

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Michael F. Odar, CFA®

President

Perspectives

November 14, 2019

The Advance

We believe diverse, critical thoughts and candid discussions are necessary components of the decision making process. Decisions at Greenleaf Trust are made with these components, especially when it comes to strategic decisions. And since the focal point of our strategic planning process is our Advance, diverse critical thoughts and candid discussions are required. Our Advance […]

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Jacob A. Barker

Associate Manager Selection Analyst

Perspectives

November 14, 2019

Capital Gains Distributions: A Seasonal Affair

As the last vestiges of summer quickly fade, people throughout the region begin turning their attention to winter activities and the impending holiday season. Accompanying every change in seasons is a unique set of to-do items, and one such activity that Greenleaf Trust advisors actively anticipate this time of year is the emergence of annual […]

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Kristen M. Tidd, CTFA

Senior Trust Relationship Associate

Perspectives

November 14, 2019

Avoiding Probate with Proper Asset Titling

A common question I get asked by clients and prospects is, “How do I avoid probate?” Probate is the process that a state uses to settle the estate of a deceased person, referred to as the decedent. One of the main objections many people have with the probate process is that it often violates their […]

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Steve P. Phillips, CFP®

Wealth Management Advisor

Perspectives

November 14, 2019

Year-End Tax Planning Strategies

It’s hard to believe, but the end of 2019 is quickly approaching. For most Americans, the season is filled with time with family and friends, last minute online orders with the hope Amazon’s two day delivery doesn’t fail you now, and for those lucky enough to call Michigan home, dusting off the snow blower for […]

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Rosalice C. Hall, CRPS®

Relationship Service Specialist

Perspectives

November 14, 2019

High Earners – To Roth 401(k) or Not?

How can I get more money into my retirement plan? As a relationship manager for numerous retirement plans, I regularly receive this question from business owners and other highly compensated employees (HCEs). These same individuals are often surprised to learn there are no income restrictions on Roth 401(k) or Roth 403(b) dollars, unlike the income […]

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Perspectives

October 21, 2019

October 2019 Perspectives Newsletter

William D. Johnston

Chairman

Perspectives

October 21, 2019

Economic Commentary

The connection between “Wall Street” and “Main Street” is always up for debate, as is the seemingly different focus between those inside the beltway and those who reside, live and work outside of the beltway. Media is driven by advertising revenue, which is highly correlated to viewership and subscription, whether that media be electronic, digital, […]

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Michael F. Odar, CFA®

President

Perspectives

October 21, 2019

Greenleaf Trust Scholarship Turns 20

We could not be more proud that the Greenleaf Trust Scholarship at the Haworth College of Business envisioned by our founder and Chairman, William D. Johnston, is turning twenty years old. We are so excited that we celebrated with cake at our annual reception honoring current and past scholarship recipients. The Greenleaf Trust Scholarship awards […]

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