Perspectives

August 2018 Perspectives Newsletter

Economic Commentary

The Dog Days Summer

Not if, But When?

Tax Efficient Philanthropy

Guide, Educate and Serve

This Expansion Could Go All The Way

Planning for the Family Pet

July 2018 Perspectives Newsletter

Economic Commentary

Benefits of Charitable Contributions

2018 Mid-Year Market Review

Do You Have Plans to Move Out-of-State?

Brexit: Deal or No Deal?

Strategies for our Clients’ Bond Portfolios

Simple Steps to Retire Smart

June 2018 Perspectives Newsletter

Economic Commentary

The Evolution of Written Wills

Longevity & Retirement Planning—The 73/47 Rule

Special Needs Trusts—Types and Tax Treatment

From Rose Street to Wall Street

May 2018 Perspectives Newsletter

Economic Commentary

Northern Michigan

What is Driving the Growth in Sustainable, Responsible and Impact Investing?

A Higher Standard

“Get it in Writing!”

Can Money Buy Happiness?

Why Should I Save for Retirement? An Economic History Lesson for Millennials

April 2018 Perspectives Newsletter

Economic Commentary

Human Capital: The Soft Side of Estate Planning

On Tariffs and Trade Policy

Achieving Success in a Family Business Succession

What Would You Like on Your Sandwich?

Tax Acts Lead to Changes in Qualified Retirement Plans

Technological Unemployment: Why Universal Basic Income is Being Considered

March 2018 Perspectives Newsletter

Economic Commentary

The Three Cs of Motivation

Qualified Charitable Distributions (QCD) Tax Strategy for 2018 RMDs

Portfolio Perspective—Aligning Wealth and Life

The End of Social Security and Medicare

Inflation: Is There Cause for Alarm

February 2018 Perspectives Newsletter

Economic Commentary

The Changing World of Saving for Education

A New World of Charitable Giving

Industry-Leading Partners Enhance the Family Office at Greenleaf Trust

Successful Participant Retirement Outcomes

The Delaware Advantage

January 2018 Perspectives Newsletter