News

As a holistic wealth management firm, we are compelled to help our clients wholly with matters that can impact their financial lives. Cyber security is definitely one of those.

Over the course of the year, we have been focused on two primary surprises affecting markets and the economy:

The Delaware Banking Modernization Act of 2026 (Senate Bill 16) was approved by the Delaware General Assembly on June 18, 2026, and signed into law by Governor Matt Meyer on July 6, 2026.

There is no clear moment when an investor crosses the line between wealth creation and wealth preservation.

By focusing on strong internal teams and investing in the next generation of retirement plan professionals, the industry can help preserve continuity, strengthen client service and advance the broader mission of financial security in retirement.

Companies and workers will find ways to best combine human intelligence with AI. This effort will lead to better opportunities for workers to add value and to enhance the profitability of the companies.

We help clients pursue their financial goals, but over time, we often become part of each other’s lives. Those relationships are built on trust, strengthened through shared experiences and remembered long after the portfolio reviews are over.

In the first half of 2026 investors weathered dramatic shifts in the economic and geopolitical landscape.

Estate planning is drafted at a single point in time. Most documents are drafted with as much flexibility as possible, but sometimes facts and circumstances change which may necessitate creative solutions. Some of the most common problems that need solving are discussed below.

Before taking investment advice from a friend at the next cocktail party, it is important to understand the elevated risks involved with IPO investing. If you choose to participate, make sure your investment is sized appropriately within your overall financial plan and that you are not investing more than you can comfortably afford to lose.

At first glance, it may appear that they would not be eligible for retirement benefits either. However, employers too often assume these workers are automatically excluded, which can lead to costly plan corrections and compliance issues.

One difference in trust directors between Michigan’s trust director statute and other states’ laws that authorize a trust director (or trust protector) is that Michigan’s statute is clear that a trust director serves in a fiduciary capacity, which means that the trust director owes duties of care and loyalty to the trust beneficiaries, from which liabilities can attach to the trust director who does not act reasonably and in the trust beneficiaries’ best interests.

Our Retirement Plan Services division provides administrative, fiduciary and investment management solutions for 159 employer sponsored retirement plan clients and over 18,000 plan participants across the country.

As we move into the summer months, our attention will remain focused on three key areas: incoming retail and labor market data, developments surrounding the Strait of Hormuz and the Federal Reserve’s next policy decisions.

Tax planning for many closely held business owners frequently occurs through a series of independent decisions. It typically looks like a conversation with an accountant near year-end, an isolated retirement contribution analysis, a discussion about succession planning that gets deferred until “later,” or an eventual consideration of what a sale might look like.

Whether the decline is sudden, or gradual, diminished capacity can leave a person vulnerable, and this vulnerability is especially significant for business owners.

Economists typically categorize inflation into four types or stages based on speed: creeping, walking, galloping and hyperinflation. If we continue with the use of a mouthwatering sandwich as our example, we can examine each of these stages of inflation in turn.

What this moment calls for, perhaps, is a clearer-eyed understanding on all sides of how much retirement security has quietly been outsourced to employer goodwill, and what happens when that goodwill contracts.

The example lends itself to a central theme of the book that any business can be a hospitality business. We believe this too. We believe in the importance of making clients feel seen and cared for through thoughtful, purposefully personalized service.